Wealth Management Client Associate

2 days ago

San Francisco, California, United States Bank of America Full time $25 - $44

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

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

Pay Transparency details

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)Pay and benefits informationPay range$ $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

  • Private Wealth Client Associate

    3 days ago

    San Francisco, California, United States Bank of America Full time $25 - $44

    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,...

  • Senior Wealth Associate

    2 days ago

    San Francisco, California, United States BakerAvenue Full time

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...

  • Senior Associate, Wealth Management

    6 days ago

    San Francisco, California, United States IEQ Capital Full time $95,000 - $130,000

    Who are we?IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard...

  • Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - San Francisco

    3 days ago

    San Francisco, California, United States Goldman Sachs Full time

    DescriptionYOUR IMPACTAccelerate your career at the pinnacle of global wealth management.  Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit...

  • Wealth Strategist

    1 week ago

    San Francisco, California, United States Bank of America Full time

    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,...

  • Wealth Management Intern

    2 days ago

    San Francisco, California, United States ASPIRIANT LLC Full time

    Spend your summer with our industry experts (Certified Financial Planners, Certified Financial Analysts, and Certified Public Accountants) building relationships and learning what it takes to offer exceptional service in helping our high-net-worth clients achieve their financial goals. In this eight-week program (typically first week of June until end of...

  • Associate, Private Wealth Financial Advisory

    2 days ago

    San Francisco, California, United States Russell Tobin Full time

    As a Financial Advisory Associate, you'll be a key member of the firm's Financial Advisory team, focusing on portfolio construction, management, and analysis for the firm's high-net-worth and ultra-high-net-worth clients. You'll help manage portfolios, provide financial analysis, and contribute to investment and wealth planning strategies.*Also accepting...

  • Private Wealth Associate

    2 days ago

    San Diego, California, United States Hightower Advisors Full time

    Your Future TeamCrest Capital Advisors, a member of the Hightower community, based in San Diego, CA. Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service first to ensure its leaders can remain focused on their endeavors. Founded by 30-year industry specialists, Crest Capital has delivered full family...

  • Jr. Financial Planning Associate

    2 days ago

    San Francisco, California, United States Chequers Financial Management Full time

    Chequers Financial Management is seeking an Jr. Financial Planning Associate to work in either our San Francisco or Irvine, CA Office supporting senior members on our wealth advisory team as they service clients in a fast-paced, service-oriented, and confidential environment.ABOUT USChequers Financial Management is a boutique of independent, seasoned and...

  • Wealth Manager

    2 weeks ago

    San Francisco, California, United States Madison Professional Group Full time $150,000 - $200,000 per year

    LOCAL CANDIDATESOur client is a national leader in the broker-dealer space, known for their investment in their employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Wealth Managers throughout the San Francisco Bay...