Registered Wealth Management Client Associate

Bank of America (GHR)

Mount Pleasant, United States of America
Client onboarding and maintenance
Exceptional client service experience
Digital client experience
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.
  • The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors.
  • Merrill empowers employees to bring their whole selves to work, valuing diversity and fostering a culture-driven, resilient, and results-focused environment.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.

Skills & Requirements

Must-have

  • Client onboarding and maintenance
  • Exceptional client service experience
  • Digital client experience
  • Handling sensitive client information

Nice-to-have

  • Creative problem solving
  • Personal development focus
  • Resilient and results-focused team
  • Diversity of thought and background

Key Requirements

  • Series 7, 63, 65, & 66 licenses
  • 2+ years post high school education
  • 4+ years professional experience
  • Undergraduate degree a plus

Work Rights

Not specified

Tailored Resume

Cover Letter