Registered Wealth Management Client Associate (FP)

Bank of America; Boston (MA); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Registered Wealth Management Client Associate to join their dynamic team in Boston. This role offers a unique opportunity to work closely with clients, providing exceptional service and guidance on banking and investment products. You will be part of a diverse and inclusive environment where your contributions will directly impact clients' financial journeys. The ideal candidate will have strong communication skills, a passion for client service, and a proactive approach to problem-solving. Join a team that values personal development and excellence in client experience, and help clients achieve their financial goals with confidence.

Qualifications

• FINRA Securities Industry Essentials (SIE), Series 7 & 66 (or both 63/65 in lieu of 66) required.
• Advanced knowledge of investment products is essential.

Responsibilities

• Provide excellent client service by educating clients on banking offerings.
• Ensure accuracy and completeness in client materials and follow up on requests.
• Support day-to-day team activities with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Registered Wealth Management Client Associate (FP)

Boston, Massachusetts

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

Job Responsibilities:

1. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
2. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
3. Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
4. Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
5. Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client-first mindset.

Skills:

1. Account Management
2. Client Management
3. Customer and Client Focus
4. Issue Management
5. Oral Communications
6. Business Development
7. Client Solutions Advisory
8. Pipeline Management
9. Prioritization
10. Administrative Services
11. Emotional Intelligence
12. Referral Identification
13. Written Communications

Required Qualifications:

1. FINRA Securities Industry Essentials (SIE), Series 7 & 66 (or both 63/65 in lieu of 66)
2. Displays advanced industry knowledge and understanding of investment products.

Desired Qualifications:

1. Energetic individual that is self-motivated, coachable, and flexible in thought.
2. Enjoys a fast-paced environment with changing and evolving responsibilities.
3. Detail oriented.
4. Invested in personal development.
5. Consistently pursues client experience excellence.
6. Works quickly to fulfill client needs, delivering complex solutions.
7. Frequent communication and an abundance of discretion with sensitive information.
8. Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus.
9. Professional verbal and written communication.

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent.

**Shift:** 1st shift (United States of America)

**Hours Per Week:** 37.5