Bank Of America Wealth Management Client Associate 

United States, Florida 

108743718

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all the bank's service and banking offerings

Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

• FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
• Industry knowledge and understanding of investment products
• Enjoys a fast-paced environment with changing and evolving responsibilities
• 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Account Management

Client Management

Issue Management

Oral Communications

Client Solutions Advisory

Pipeline Management

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications