Wealth Management Client Associate (fp)

Bank of America (GHR)

Pepper Pike, Ohio, USA
Fully remote
Client service support
Client relationship management
Operational excellence
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
  • This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client needs.
  • The company emphasizes an in-office culture, values diversity, and empowers employees to bring their whole selves to work.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.

Skills & Requirements

Must-have

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

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Sound judgment and discretion
  • Fast-paced environment adaptability
  • Diversity and inclusion

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA SIE, Series 7, Series 66 (or 63/65)
  • Experience working with clients
  • Proficiency with Microsoft Office Suite and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter