Registered Wealth Management Client Associate Open Full-time Pay not stated Open — Bank of America has a posting for this job. Talentify has not checked who owns that address. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 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 comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Registered Wealth Management Client Associate role 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. 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 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 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 ~ Consistently pursues client experience excellence ~ Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus ~ Professional verbal and written communication #

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