Bank of America

Bank of America

Wealth Management Client Associate

Phoenix, AZ · Mid Level

Sponsorship not specifiedDetected 103 days ago
SalesforceAccount ManagementBusiness DevelopmentPipeline ManagementExcelCommunicationTime ManagementMicrosoft Office

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odds of building a lasting career here

42Risky
Cap-exempt (no lottery)0
Sponsors this role100
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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About the role

  • 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.

Responsibilities

  • 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
  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
  • This role provides operational support to the business of the Private Capital & Venture Solutions Group (PCVSG).

Requirements

  • Has the ability to learn and adapt to new information and technology platforms
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Skills

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification

Company info

  • At Merrill, we empower you to bring your whole self to work.
  • We are seeking a Client Associate with an interest in financial services, a great attitude, high energy, and the ability to work successfully as part of a thriving team.
  • Founded more than three decades ago, the team offers a comprehensive suite of tailored solutions designed to address the brokerage and operational needs of the private capital community.
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This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.