Wealth Management Client Associate- San Francisco, Ca

Bank of America (GHR)

San Francisco, United States
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Client service support
Operational excellence
Client relationship management
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 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
  • Operational excellence
  • Client relationship management
  • Risk management
  • Team activities support

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Sound judgment and discretion
  • Fast-paced environment adaptability
  • Diversity and inclusion

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) - Desired
  • Bachelor's Degree - Preferred
  • Experience working with clients
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter