Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

Boca Raton, Florida

To proceed with your application, you must be at least 18 years of age.

Acknowledge

Refer a friend

To proceed with your application, you must be at least 18 years of age.

Acknowledge ()

Job Description :

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 comesfrom transparency. Our trustedadvisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. 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.

Position Overview :

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. 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

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

Shift :

1st shift (United States of America)

Hours Per Week : 37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE () .

View the LA County Fair Chance Ordinance () .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.