Registered Wealth Client Associate

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.
• 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