Wealth Management Client Associate

Bank of America (GHR)

Raleigh, North Carolina, USA
Onsite
Client service support
Operational excellence goals
Client advocacy
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, addressing all client service needs, and identifying opportunities to deepen client relationships.
  • The company values diversity, fosters a culture-driven, resilient, results-focused, and effective work community, empowering 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
  • Operational excellence goals
  • Client advocacy
  • Client relationship management
  • Team activities and needs

Nice-to-have

  • Client-centric mindset
  • Continuous learning and professional growth
  • Sound judgment and discretion
  • Fast-paced environment adaptability

Key Requirements

  • FINRA SIE, Series 7, Series 66
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter