Registered Wealth Management Client Associate- Chicago Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goal‑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 with specific requirements for office‑based attendance and appropriate flexibility for our teammates and businesses based on role‑specific considerations.

We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds, bringing unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective.

• Provide excellent client service to the bank’s clients by educating them on all of the bank’s service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor (FA) requests.
• Assist 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.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Support day‑to‑day team activities and needs, including covering roles in times of absence or seasonal demand increases, while leading with a client‑first mindset.

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series 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

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.

Shift: 1st shift (United States of America)

Hours Per Week: 37.5

Location: US - IL
- Chicago - 110 N Wacker Dr
- Bank Of America Tower Chicago (IL4110)

Pay Range: $25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.

This role is eligible to participate in the annual discretionary plan. Employees are 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.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.