Wealth Management Client Associate - Resident Director's Assistant

Wealth Management Client Associate - Resident Director's Assistant

Cambridge, Massachusetts

** To proceed with your application, you must be at least 18 years of age.*
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** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )

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* 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:

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* 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

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* Skills:

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* + 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._

_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._

** Shift:*
* 1st shift (United States of America)

** Hours Per Week:*
* 37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

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