Home
/
Comprehensive
/
Wealth Management Client Associate
Wealth Management Client Associate-October 2024
Spokane
Oct 29, 2024
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Wealth Management Client Associate

  Wealth Management Client Associate

  Spokane, Washington

  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 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.

  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 Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.

  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:

  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

  Detailed 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 and affirmative action, 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 "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

  To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  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.

  To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Northwest Field Engineer - Heavy Civil
Requisition ID: 170904 Job Level: Entry Level Home District/Group: Northwest District Department: Field Operations Market: Transportation Employment Type: Full Time Position Overview You bring your b
CARDIAC SPECIALIST- CVOR RN-FULL TIME DAYS-5K SIGN ON
Job Overview:This position applies the nursing process in providing direct and indirect holistic care to patients and their families. The position also collaborates, in a collegial manner, with physi
Enterprise Support Manager
Description Are you a Customer Obsessed Technology Leader looking to manage a successful, growing team of cloud technologists? At Amazon, our vision is to be earth’s most customer-centric company. In
NDI Technician Level II
NON-DESTRUCTIVE INSPECTION TECHNICIAN II BASIC FUNCTION SUMMARY Performs Organizational and I-Level Maintenance Non-Destructive Testing (NDT) functions for scheduled/unscheduled maintenance IAW with
Staff Pharmacist FT
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Paramedic Full Time
Job Description Huron Valley Ambulance is hiring full-time paramedics for our Jackson County operations. HVA paramedics are skilled, friendly, and professional - we pride ourselves on the character a
Behavioral Health Consultant (LICSW)
HealthPartners Regions Behavioral Health Clinic in Arden Hills, MN is seeking master's level therapists to join our growing team and provide excellent patient care. Positions include child therapists
Operations Manager
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Residential Counselor-Part Time
We make a difference- in your community and in your career. Are you looking for a rewarding and flexible career as a Residential Counselor? Come work for our Developmental and Cognitive Services Divi
Senior Pharmacy Technician - Work From Home Arizona
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved