Registered Wealth Management Client Associate

Job Description

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 specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our 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, and our advisory teams are equipped with access to Merrill investment insights coupled with Bank of America banking convenience. We are committed to an in-office culture that supports collaboration, engagement, and career development.

At Merrill, we empower you to bring your whole self to work. We value diverse perspectives and experiences, which strengthen our workforce and communities we serve.

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. The role expects you to be the most frequent point of contact within Merrill to address all service needs of clients.

• Provides excellent client service to the bank's clients by 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 align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies and deepens client relationships by emphasizing the bank's offerings and integrating banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles during absences or seasonal increases, while maintaining a client-first mindset.

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66). If these licenses are not currently held, they must be obtained within a specified timeframe if hired into a registered job code.
• Possesses advanced industry knowledge and an understanding of investment products.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.

• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Is detail oriented.
• Demonstrates a 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.
• Demonstrates 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

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.

• Shift: 1st shift (United States of America)
• Hours Per Week: 37.5
• Pay Transparency details
• Location:
  
  US - MA - Wellesley Hills - 45 William St (MA9045)
• Pay range: $25.00 - $45.00 hourly, offers to be determined based on experience, education and skill set.
• Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan based on individual performance, business results, and company success.
• Benefits:
  This role is currently benefits eligible with access to paid time off, resources, and support for employees.