Wealth Management Client Associate

Bank of America (GHR)

Redding, CA, 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

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services specializing in goals-based wealth management.
  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), serving as the most frequent point of contact for client service needs.
  • 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
  • Client-first mindset

Nice-to-have

  • Adaptable to new information
  • Enjoys fast-paced environment
  • Detail oriented
  • Personal development
  • Client experience excellence

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
  • Bachelor's Degree
  • Microsoft Word, Excel and PowerPoint experience
  • Salesforce experience a plus

Work Rights

Not specified

Tailored Resume

Cover Letter