Wealth Management Client Associate

Bank of America (GHR)

Ann Arbor, Michigan, USA
Onsite
Client service support
Operational excellence goals
Client advocacy
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
  • This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client needs and ensuring operational excellence.
  • The company values diversity, a culture-driven work environment, and empowers employees to bring their whole selves to work.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.

Skills & Requirements

Must-have

  • Client service support
  • Operational excellence goals
  • Client advocacy
  • Client relationship management
  • Team activities support

Nice-to-have

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

Key Requirements

  • FINRA SIE, Series 7, Series 66
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter