Wealth Management Client Associate

Bank of America (GHR)

Hyannis, MA, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
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 for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management for individuals, companies, and institutions.
  • This role is responsible for providing client service support to Financial Advisors, addressing all client service needs and identifying opportunities to deepen client relationships.
  • The company offers industry-leading benefits, access to paid time off, and resources and support to employees, fostering a culture that values diversity and empowers individuals.

Matching Summary

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

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

  • Goals-based wealth management
  • Culture driven
  • Resilient
  • Results focused
  • Client first mindset

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Massachusetts lie detector test prohibition

Work Rights

Not specified

Tailored Resume

Cover Letter