Registered Wealth Management Client Associate

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h3Registered Wealth Management Client Associate /h3 /brpOpen Full-time Pay not stated /p /brpOpen — Bank of America has a posting for this job. Posted 17 Mar 2025. /p /brpThis posting /p /brpOpens ghr.wd1.myworkdayjobs.com. Talentify has not checked who owns that address. You apply there — Talentify never asks for an account or a CV. /p /brh3About this job /h3 /brpbJob Description: /b /p /brpMerrill 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. /p /brpMerrill’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. /p /brpAt 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. /p /brpbPosition Overview: /b /p /brpThe bRegistered Wealth Management Client Associate /b 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. /p /brpbSpecific responsibilities include, but are not limited to: /b /p /brul /brliWork with highly affluent clients /li /brliLead end-to-end onboarding and maintenance activities for new and existing clients. /li /brliProvide products and services to each client, working with cross line of business partners /li /brliUse 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. /li /brliAct as a key team member leading our clients’ digital experience with the firm /li /brliCreate ease of access and interaction, while protecting their privacy and security /li /brliFind opportunities to innovate every day /li /br /ul /brpbKey Qualifications for the role: /b /p /brul /brliCandidates are brequired /b to currently hold Series 7 66 or 63/65 /li /brli2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus /li /brliProduct Knowledge: Foundational knowledge of investment and banking products /li /brliEnergetic individual that is self-motivated, coachable, and flexible in thought /li /brliEnjoys a fast-paced environment with changing and evolving responsibility /li /brliDetail oriented /li /brliInvested in personal development /li /brliConsistently pursues client experience excellence /li /brliWorks quickly to fulfill client needs delivering complex solutions /li /brliFrequent communication, and an abundance of discretion with sensitive information /li /brliMicrosoft Word, Excel, and PowerPoint experience with Salesforce a plus /li /brliProfessional verbal and written communication /li /br /ul #J-18808-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/879s72