Bank of America

Bank of America

Wealth Management Client Associate

Atlanta, GA · Mid Level

Sponsorship not specifiedDetected 6 days ago
SalesforceAccount ManagementBusiness DevelopmentPipeline ManagementExcelLeadershipCommunicationCollaborationMicrosoft Office

About the role

  • Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • 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.

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).
  • Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.

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.
Apply directly at Bank of America →Create a free account for alerts like thisView Bank of America immigration profile

This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.