Wealth Management Client Associate — Corporate Plans

Bank of America Corporation; Pennington (NJ); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Benefits

Job summary

Merrill Wealth Management is seeking a Client Associate/Financial Services role in Pennington, NJ. The position focuses on servicing corporate-sponsored plans and delivering needs-based wealth solutions to high net-worth and other clients.

Responsibilities include trading, handling complex inquiries, and guiding clients through online/self-service channels while ensuring compliance and risk controls are observed. On-site work with weekend shifts is possible.

Qualifications

• Holds FINRA SIE, Series 7 Top-Off and Series 63 or obtains within 240 days of start date.
• Must be flexible to work various shifts including weekends; 40 hours per week - 1st & 2nd shifts available.
• High School Diploma / GED / Secondary School or equivalent required.

Responsibilities

• Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders.
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service.
• Migrates clients to on-line and self-service delivery channels for 24/7 account access.
• Manages risk by authenticating clients, adhering to policies, and escalating potential risk.

Skills

Account Management

Customer Focus

Issue Management

Oral Communications

Regulatory Compliance

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Trading

Valuation Ethics

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a Client Associate/Financial Services role in Pennington, NJ. The position focuses on servicing corporate-sponsored plans and delivering needs-based wealth solutions to high net-worth and other clients.

Responsibilities include trading, handling complex inquiries, and guiding clients through online/self-service channels while ensuring compliance and risk controls are observed. On-site work with weekend shifts is possible.