Wealth Management Client Associate

Bank of America (GHR)

Latham, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Client service support
Client relationship management
Operational excellence
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services

Job Summary

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

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Client advocacy

Nice-to-have

  • Enthusiastic and highly motivated
  • Client-centric mindset
  • Adaptable to new information
  • Continuous learning and professional growth
  • Sound judgment and discretion

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
  • Experience working with clients
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter