Wealth Management Client Associate

Bank of America (GHR)

Peoria, IL, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
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 and ensuring operational excellence.
  • The company offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact.

Matching Summary

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

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
  • Financial Advisor support

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Sound judgment and discretion
  • Adaptable to new technology
  • Results-focused

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