Wealth Management Client Associate
On-siteAnn Arbor, Michigan, United States
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on bank offerings and ensuring timeliness and accuracy in client materials. Address all service needs of clients as the primary point of contact, customizing solutions based on specific needs while maintaining alignment with bank policies to protect clients and manage risk. Identify and deepen client relationships by promoting banking integration into daily practices and communicating outputs to advisors. Cover roles during absences or seasonal increases while leading with a client-first mindset. This role supports enterprise strategic objectives and operational excellence goals within Merrill Wealth Management, leveraging the combined investment insights of Merrill and banking convenience of Bank of America.
Required Qualifications
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Demonstrates professional verbal and written communication skills
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
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