Private Wealth Client Associate
Bank of America, San Diego, CA, United States
Overview
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. 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. This role is in an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and in our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas and experiences to create a work community that is culture driven, resilient, results focused and effective.
Responsibilities
Provides client service support to potentially multiple Financial Advisors (FAs).
Supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
Acts as the most frequent point of contact within Merrill to address all service needs of clients.
Addresses client requests with timeliness, accuracy, and completeness in client materials and follow-up.
Ensures practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
Identifies, deepens, and maintains client relationships by 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 during absence or seasonal increases, with a client-first mindset.
Required Qualifications
Enthusiastic, highly motivated self-starter with a strong work ethic and results orientation.
Demonstrates a client-centric mindset, always acting in the best interest of the client.
Ability to learn and adapt to new information and technology platforms.
Desired Qualifications
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
Possesses industry knowledge and an understanding of investment products.
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
Comfortable operating in a fast-paced environment with changing responsibilities.
Detail oriented and committed to continuous learning and professional growth.
Demonstrates sound judgment and discretion when handling sensitive information.
Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
Professional verbal and written communication skills.
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
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.
Shift: 1st shift (United States of America)
Hours Per Week: 37.5
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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. 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. This role is in an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and in our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas and experiences to create a work community that is culture driven, resilient, results focused and effective.
Responsibilities
Provides client service support to potentially multiple Financial Advisors (FAs).
Supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
Acts as the most frequent point of contact within Merrill to address all service needs of clients.
Addresses client requests with timeliness, accuracy, and completeness in client materials and follow-up.
Ensures practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
Identifies, deepens, and maintains client relationships by 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 during absence or seasonal increases, with a client-first mindset.
Required Qualifications
Enthusiastic, highly motivated self-starter with a strong work ethic and results orientation.
Demonstrates a client-centric mindset, always acting in the best interest of the client.
Ability to learn and adapt to new information and technology platforms.
Desired Qualifications
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
Possesses industry knowledge and an understanding of investment products.
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
Comfortable operating in a fast-paced environment with changing responsibilities.
Detail oriented and committed to continuous learning and professional growth.
Demonstrates sound judgment and discretion when handling sensitive information.
Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
Professional verbal and written communication skills.
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
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.
Shift: 1st shift (United States of America)
Hours Per Week: 37.5
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