Wealth Management Client Associate

Bank of America (GHR)

Brooklyn, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Client service
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, serving as the primary point of contact for client needs.
  • The company values diversity, offers industry-leading benefits, and promotes an in-office culture with flexibility based on role considerations.

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
  • Client Relationship Management
  • Operational Excellence
  • Risk Management
  • Client Advocacy

Nice-to-have

  • Continuous Learning
  • Professional Growth
  • Sound Judgment
  • Discretion
  • Fast-paced Environment

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 Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter