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Wealth Management Client Associate

Bank of America

Bridgeport, WV

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JOB DETAILS
SKILLS
Administrative Skills, Banking Services, Business Development, Communication Skills, Compensation and Benefits, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Diversity, Documentation Plan, Establish Priorities, Financial Planning, Information Technology & Information Systems, Investment Services, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Operational Strategy, Operational Support, Operations Processes, Presentation/Verbal Skills, Retirement Planning, Risk Management, Safety/Work Safety, Sales Management, Sales Pipeline, Salesforce.com, Securities, Series 66, Series 7, Wealth Management, Writing Skills
LOCATION
Bridgeport, WV
POSTED
1 day ago
Wealth Management Client Associate


State College, Pennsylvania;Bridgeport, West Virginia; Pittsburgh, Pennsylvania; Upper Saint Clair, Pennsylvania


To proceed with your application, you must be at least 18 years of age.


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Bank of America employees are required to meet allposting eligibility requirementsprior to applying for any new position.


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To proceed with your application, you must be at least 18 years of age.


Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/State-College/Wealth-Management-Client-Associate--FP-_26009772-2)


Bank of America employees are required to meet allposting eligibility requirementsprior to applying for any new position.


Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/State-College/Wealth-Management-Client-Associate--FP-_26009772-2)


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.


Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


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.


Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.


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


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


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

+ Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

+ Demonstrates professional verbal and written communication skills


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

+ Written Communications


Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent


Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy


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, 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.


View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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.


Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.


This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

About the Company

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Bank of America