Wealth Management Client Associate

　　San Mateo, California

　　Job Description:

　　The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.

　　Specific responsibilities include, but are not limited to:

　　Work with highly affluent clients

　　Lead end-to-end onboarding and maintenance activities for new and existing clients.

　　Provide products and services to each client, working with cross line of business partners

　　Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

　　Act as a key team member leading our clients’ digital experience with the firm

　　Create ease of access and interaction, while protecting their privacy and security

　　Find opportunities to innovate every day

　　Key Qualifications for the role:

　　2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

　　Product Knowledge: Foundational knowledge of investment and banking products

　　Energetic individual that is self-motivated, coachable, and flexible in thought

　　Enjoys a fast-paced environment with changing and evolving responsibility

　　Detailed oriented

　　Invested in personal development

　　Consistently pursues client experience excellence

　　Works quickly to fulfill client needs delivering complex solutions

　　Frequent communication, and an abundance of discretion with sensitive information

　　Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

　　Professional verbal and written communication

　　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 and affirmative action, 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.

　　To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

　　To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.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.

　　To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .