Registered Wealth Management Client Associate

Bank of America

Oak Brook, IL, US
Base: $26.50 - $42.00 hourly; bonus/equity: discre...
Onsite
Client service support
Financial advisor support
Operational excellence
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), serving as the most frequent point of contact to address all service needs of their clients.
  • 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.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Salary

Base: $26.50 - $42.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Financial Advisor support
  • Operational excellence
  • Risk management
  • Client relationship management

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Professional growth
  • Sound judgment and discretion
  • Diversity and inclusion

Key Requirements

  • FINRA SIE, Series 7, Series 66
  • Advanced industry knowledge
  • Client experience
  • Fast-paced environment
  • Microsoft Word, Excel, PowerPoint, Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter