Wealth Management Client Associate

Bank of America (GHR)

Alpharetta, US
Fully remote
Client service excellence
Operational excellence
Risk management
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
  • This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client service needs.
  • The company values diversity, culture, resilience, results focus, and effectiveness within its teams.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.

Skills & Requirements

Must-have

  • Client Service Excellence
  • Operational Excellence
  • Risk Management
  • Client Relationship Management
  • Team Support

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Adaptability
  • Professional growth
  • Diversity and Inclusion

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) - desired
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter