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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for Merrill Wealth Management is one of wealth management, including planning for retirement, education, legacy, and 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 with the banking convenience of Bank of America. in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing Our Wealth Management team represents an array of whether gained through military service, community college education, communities we serve. client service support to potentially multiple Financial Advisors (FAs). excellence goals, and client advocacy within the FA's business, while serving as the most frequent point of contact within Merrill to address all 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 absence or seasonal need increases, while leading with a client first mindset ability to learn and adapt to new information and technology platforms Desired handling sensitive information Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written communication skills 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 Internal employees who are currently working from home are still eligible to apply. workplace excellence policy It is unlawful in Massachusetts to require or An employer who violates this law shall be subject to criminal Shift: 1st shift (United States of America) Hours benefits information Pay range $25.00 - $44.00 hourly pay, offers to be individual performance results and behaviors, the performance and contributions business and the communities we serve. At Bank of America, we are guided by a common purpose to help make financial lives better through the we deliver for our clients, teammates, communities and shareholders every day. financial well-being.
Bank of America believes both in the importance of working Working at Bank of America will give you a great career with opportunities to Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion and inclusion as our platform for innovation and a key component in our success.
