Wealth Management Client Associate

Job Summary

Merrill Wealth Management, a division of Bank of America, is seeking a Client Service Support professional to provide client service assistance to multiple Financial Advisors. The role focuses on client advocacy, operational excellence, and the delivery of comprehensive banking solutions.

Responsibilities

• Provide excellent client service by educating clients on the bank's full range of services and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor requests.
• Assist in maintaining practices that align with the bank's policies and procedures to support operational excellence, protect client interests, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank's offerings and promoting integration of banking into day to day client practices.
• Support day to day team activities, covering roles during absences or seasonal increases, while leading with a client first mindset.

Required Qualifications

• Enthusiastic, highly motivated self starter with a strong work ethic and an intense focus on results.
• Client centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt quickly to new information and technology platforms.

Desired Qualifications

• Currently holding or pursuing FINRA Securities Industry Essentials (SIE), Series7, and/or Series66 (63 and 65 accepted in lieu of 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients, swiftly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast paced environment with changing and evolving responsibilities.
• Detail oriented, demonstrates 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.
• Professional verbal and written communication skills.

Required 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.

Work Schedule & Location

Shift: 1st shift (United States of America)Hours per week: 37.5Location: 3121 N. ILLINOIS ST, IL 9121 (Workplace excellence policy may require onsite presence).

Compensation & Benefits

Pay range: $25.00 - $44.00 per hour, based on experience, education, and skill set.Discretionary incentive program: eligible for an annual discretionary award based on performance.Benefits: Industry leading benefits eligible, including paid time off and additional resources.

Legal & Equality Statement

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

We are an equal opportunity employer committed to diversity and inclusion.

Responsibility & Inclusion

All candidates will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.