Merrill Wealth Management, part of Bank of America, is seeking a Wealth Management Client Associate in Northbrook, IL, to provide client service support to Financial Advisors. The role emphasizes client advocacy, operational excellence, and requires a motivated, client-centric individual
Job Summary
This role provides excellent client service by educating clients on bank offerings and ensuring timeliness and accuracy in all materials.
The position requires supporting enterprise strategic objectives while acting as the primary point of contact for client service needs.
Employees are eligible for an annual discretionary award based on individual performance and company success.
Matching Summary
Match Score: 85
Merrill Wealth Management, part of Bank of America, is seeking a Wealth Management Client Associate in Northbrook, IL, to provide client service support to Financial Advisors. The role emphasizes client advocacy, operational excellence, and requires a motivated, client-centric individual.
Salary
Base: $25.00 - $44.00 hourly; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Strong client-centric mindset
Excellent verbal and written communication
Proficiency with Microsoft Office and Salesforce
Nice-to-have
Experience in fast-paced environments
Commitment to continuous learning
Sound judgment handling sensitive information
Key Requirements
High School Diploma or GED
FINRA SIE, Series 7, or Series 66 certification (desired)