Wealth Management Client Associate

Bank of America; Santa Fe (NM); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Merrill Wealth Management is seeking a dedicated Client Service role to support Financial Advisors in delivering personalized wealth management services. You will educate clients on the bank's offerings, ensure accurate materials, and help manage risk while maintaining a client-first approach.

The position emphasizes collaboration within an in-office culture, with opportunities for professional growth and ongoing learning in a fast-paced financial environment.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, acting in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to educate clients on the bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials and responds to requests from clients and Financial Advisors.
• Supports operational excellence and risk management by aligning with bank policies and procedures.
• Identifies and deepens client relationships by promoting banking solutions and communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences, maintaining 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 or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

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

Required Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results


• Demonstrates a client-centric mindset, always acting in the best interest of the client


• Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)


• Possesses industry knowledge and an understanding of investment products


• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience


• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities


• Is detail oriented


• Demonstrates a commitment to continuous learning and professional growth


• Exhibits sound judgment and discretion when handling sensitive information


• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce


• Demonstrates professional verbal and written communication skills

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift

1st shift (United States of America)

Hours Per Week

37.5

Pay Transparency details

US - CA - Rancho Santa Fe - 5951 LA SENDITA BLDG A (CA0812)

Pay and benefits information

Pay range

$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.