<span>Wealth Management Client Associate</span>

Bank of America • Greensboro, NC

421d

About The Position

The Wealth Management Client Associate role at Merrill Wealth Management involves providing exceptional client service support to multiple Financial Advisors (FAs). This position is integral to ensuring operational excellence and client advocacy, customizing solutions to meet client needs, and serving as the primary point of contact for clients. The role emphasizes building and maintaining strong client relationships while aligning with the bank's strategic objectives.

Requirements

• High School Diploma / GED / Secondary School or equivalent
• Strong account management skills
• Bilingual in Spanish strongly preferred
• Excellent client management skills
• Customer and client focus
• Issue management capabilities
• Strong oral communication skills
• Business development experience
• Ability to provide client solutions
• Experience in advisory pipeline management
• Strong prioritization skills
• Administrative services experience
• Emotional intelligence
• Referral identification skills
• Strong written communication skills

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of 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.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees