Wealth Management Client Associate - Indianapolis, In

Bank of America Merrill Lynch

Indianapolis, IN, US
Not specified; not specified; not specified
Onsite
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division

Job Summary

  • This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division.
  • The position requires acting as the primary point of contact to address all service needs while ensuring operational excellence and risk management.
  • Candidates must demonstrate a strong work ethic, adaptability to new technology platforms, and a commitment to transparency and trust.

Matching Summary

This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division.

Salary

Not specified; Not specified; Not specified

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 desired
  • In-office attendance required per workplace policy

Work Rights

Not specified

Tailored Resume

Cover Letter