Registered Wealth Management Client Associate (FP)

Bank of America; Cambridge (MA); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player in wealth management seeks a dedicated Client Associate to enhance client experiences and support Financial Advisors. This role involves providing exceptional service, addressing client needs, and ensuring operational excellence. The ideal candidate thrives in a dynamic environment, possesses strong communication skills, and is committed to client advocacy. Join a diverse team that values transparency and trust, where your contributions will help shape the future of wealth management. If you're passionate about client service and eager to grow in a fast-paced setting, this opportunity is perfect for you.

Qualifications

• FINRA Securities Industry Essentials (SIE), Series 7 & 66 or 63/65.
• Advanced knowledge of investment products and client service.

Responsibilities

• Provide excellent client service and educate clients on banking offerings.
• Ensure accuracy and timeliness in client materials and requests.
• Deepen client relationships and support team activities.

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

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 Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• 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
• 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
• 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:

• 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

Required Qualifications:

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

Desired Qualifications:

• Energetic individual that is self-motivated, coachable, and flexible in thought
• Enjoys a fast-paced environment with changing and evolving responsibilities
• Detail oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs, delivering complex solutions
• Frequent communication and an abundance of discretion with sensitive information
• Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
• 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