Registered Wealth Management Client Associate

Registered Wealth Management Client AssociateParamus, New JerseyJob 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.

Required Qualifications : FINRA Securities Industry Essentials (SIE), Series 7, 63 / 65 or 66Displays advanced industry knowledge and understanding of investment productsDesired Qualifications : Energetic individual that is self-motivated, coachable and flexible in thoughtEnjoys a fast-paced environment with changing and evolving responsibilitiesDetail orientedInvested in personal developmentConsistently pursues client experience excellenceWorks quickly to fulfill client needs, delivering complex solutionsFrequent communication and an abundance of discretion with sensitive informationMicrosoft Word, Excel and PowerPoint experience with Salesforce a plusProfessional verbal and written communication Responsibilities : Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, 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 FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills : Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsShift : 1st shift (United States of America)Hours Per Week : 37.

5Bank 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.

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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 .This communication provides information about certain Bank of America benefits.

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However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern.

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Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.