Registered Private Wealth Client Associate

Company Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm specializes in goals‑based wealth management, planning for retirement, education, legacy, and other life goals through investment advice and guidance. Customers benefit from the investment insights of Merrill coupled with the banking convenience of Bank of America.

This role provides client‑service support to one or more Financial Advisors. Responsibilities include supporting executive strategic objectives, ensuring operational excellence, and acting as the primary point of contact for Advisor and client needs.

• Deliver excellent client service and educate clients on all bank service and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests.
• Assist in ensuring practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by promoting bank offerings and integrating banking into day‑to‑day practices; communicate outcomes to the FA.
• Support day‑to‑day team activities, including covering roles during absences or seasonal increases, while maintaining a client‑first mindset.

• Current FINRA Securities Industry Essentials (SIE), Series7, and Series
  66 (Series
  63 and
  65 accepted in lieu of66).
• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, self‑starter with a strong work ethic and a focus on results.
• Client‑centric mindset, consistently acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• Experience fulfilling client needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with evolving responsibilities.
• Detail‑oriented and committed to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Proficient with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Strong verbal and written communication skills.

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communication
• Business Development
• Client Solutions
• Advisory Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communication

High School Diploma / GED / Secondary School equivalent.

• Shift: 1st shift (United States)
• Hours per week: 37.5
• Location:
  
  US – WA – Bellevue (10400NE4thSt – 400
  
  Lincoln Square)
• Hourly pay: $28.00 – $45.00, based on experience, education, and skill set.
• Discretionary incentive eligible; eligible to participate in the annual discretionary plan.

Eligible for benefits including industry‑leading benefits, paid time off, and resources to support employees’ physical, emotional, and financial well‑being.

Internal employees currently working from home remain eligible to apply. Selected candidates may be required to work onsite in accordance with the workplace excellence policy.