Private Wealth Client Associate

About Merrill Wealth Management

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 personal relationships with advisory teams committed to their needs. We believe trust comes from transparency. Our trusted advisory teams have access to Merrill’s investment insights, 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 of our employees and clients. Our Wealth Management team represents an array of skills and experiences from individuals of all backgrounds and careers, including military service, community college education, and a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.

Job Description

This role 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 specific needs. The role serves as the most frequent point of contact within Merrill for addressing all service needs of clients.

Responsibilities

• Provide excellent client service by educating clients on the bank’s services and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials, and follow up on all client and Financial Advisor requests.
• Help ensure practices align with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting the incorporation of banking into clients’ day-to-day practices, while communicating outcomes to the FA.
• Support day-to-day team activities and needs, including covering roles during absences or periods of increased seasonal demand, while maintaining 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 to new information and technology platforms.

Desired Qualifications

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
• Industry knowledge and an understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Strong attention to detail.
• Commitment to continuous learning and professional growth.
• 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.

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 diploma, or equivalent.

Workplace Expectations

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

Schedule

• Shift: 1st shift, United States of America
• Hours per week: 37.5

Location

US - NY - New York - One Bryant Park - Bank of America Tower (NY1100)

Pay Transparency

Pay Range

$25.00–$44.00 hourly. Offers are determined based on experience, education, and skill set.

Discretionary Incentive Eligibility

This role is eligible to participate in the annual discretionary plan. Employees may be 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, and resources and support to help employees make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.