Wealth Management Client Asscoiate

Bank of America (GHR)

Minneapolis, MN, US
Base: $25.00 - $44.00 hourly; bonus: discretionary...
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Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
** Merrill Wealth Management is seeking a Wealth Management Client Associate in Minneapolis, MN, to provide exceptional client service and support multiple Financial Advisors. The ideal candidate should be motivated, client-centric, and possess a solid understanding of investment products and services. This position offers competitive pay, benefits, and a commitment to professional growth within a diverse and inclusive work culture. **

Job Summary

  • This role provides essential client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
  • The position requires acting as the primary point of contact for clients to address service needs and educate them on banking offerings.
  • Employees are eligible for an annual discretionary award based on individual performance, business contributions, and company success.

Matching Summary

Match Score: 75

** Merrill Wealth Management is seeking a Wealth Management Client Associate in Minneapolis, MN, to provide exceptional client service and support multiple Financial Advisors. The ideal candidate should be motivated, client-centric, and possess a solid understanding of investment products and services. This position offers competitive pay, benefits, and a commitment to professional growth within a diverse and inclusive work culture. **

Salary

Base: $25.00 - $44.00 hourly; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Strong client-centric mindset
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office applications

Nice-to-have

  • Experience in fast-paced banking environment
  • Commitment to continuous professional growth
  • Sound judgment handling sensitive information

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification preferred
  • Must be willing to work onsite in Minneapolis

Work Rights

Not specified

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