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Bank Of America Registered Wealth Management Client Associate United States, North Carolina, Charlotte 149573841
Job Description:
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comesfrom transparency. Our trusted
Registered Wealth Management Client Associaterole is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Specific responsibilities include, but are not limited to:
- Work with highly affluent clients
- Lead end-to-end onboarding and maintenance activities for new and existing clients.
- Provide products and services to each client, working with cross line of business partners
- Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
- Act as a key team member leading our clients’ digital experience with the firm
- Create ease of access and interaction, while protecting their privacy and security
- Find opportunities to innovate every day
Key Qualifications for the role:
- Candidates are required to currently hold Series 7 & 66 or 63/65
- Bilingual in Spanish strongly preferred
- 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
- Product Knowledge: Foundational knowledge of investment and banking products
- Energetic individual that is self-motivated, coachable, and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibility
- Detail oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs delivering complex solutions
- Frequent communication, and an abundance of discretion with sensitive information
- Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
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