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Wealth Management Client Associate

Bank of America

Birmingham

On-site

GBP 25,000 - 45,000

Yesterday

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An established industry player in wealth management is seeking dedicated individuals to join their team. This role emphasizes delivering exceptional client service and fostering strong relationships through effective communication and support. You will be part of a diverse team that values transparency and trust, helping clients navigate their financial goals. If you are passionate about client service and eager to contribute to a results-driven environment, this opportunity is perfect for you. Join a culture that celebrates unique perspectives and empowers you to bring your whole self to work.

Strong focus on client management and service excellence.
Ability to communicate effectively and manage client relationships.

Provide excellent client service and educate clients on offerings.
Ensure accuracy and completeness in client materials.
Support team activities with a client-first mindset.

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

High School Diploma / GED / Secondary School

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 brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

Job 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.

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

Shift: 1st shift (United States of America)

Hours Per Week: 37.5

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