Registered Wealth Management Client Associate

Job Overview

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors. The role focuses on client advocacy, operational excellence, and delivering personalized banking solutions.

• Provide excellent client service and education on the bank’s offerings.
• Ensure timeliness, accuracy, and completeness of client materials; follow up on client and FA requests.
• Align practices with bank policies and procedures to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships, emphasizing bank’s offerings and banking integration.
• Support day‑to‑day team activities, including covering roles during absences or seasonal needs.
• Act as the most frequent point of contact within Merrill for all client service needs.

• Current FINRA Securities Industry Essentials (SIE), Series7, and Series
  66 license (Series
  63/65 accepted in lieu of 66).
• Ability to obtain required licenses within a specified timeframe if not already held.
• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, self‑starter with strong work ethic and focus on results.
• Client‑centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• Experience delivering complex solutions and maintaining an excellent client experience.
• Comfortable operating in a fast‑paced, evolving environment.
• Detail oriented with commitment to continuous learning.
• Sound judgment and discretion handling sensitive information.
• Proficiency with Microsoft Office and Salesforce.
• Professional verbal and written communication 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

High School Diploma / GED / Secondary School or equivalent.

• Industry‑leading benefits package.
• Paid time off and resources to support employee well‑being.
• Access to discretionary incentive plans and annual discretionary awards.

Hourly pay range: $25.00 – $44.00, based on experience, education, and skill set. Eligible for discretionary incentives and annual discretionary award program.

Shift: 1st shift (United States). Hours per week: 37.5. Physical location: 301 E Hopkins Ave, Aspen, Colorado (CO 9922). This position requires in‑office attendance with flexibility based on role. The role will be open and accepting applications for a minimum of seven days from posting.

Bank of America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or genetic information. Individuals with disabilities may request accommodations during the recruitment or selection process.