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    Registered Wealth Management Client Associate - Atlanta, United States - Bank of America

    Bank of America
    Bank of America Atlanta, United States

    3 weeks ago

    Bank of America background
    Description
    Registered Wealth Management Client Associate page is loaded

    Registered Wealth Management Client Associate

    Apply

    locations

    Atlanta

    time type

    Full time

    posted on

    Posted 4 Days Ago

    job requisition id


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


    Position Overview:
    The

    Registered Wealth Management Client Associate

    role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).

    Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor.

    For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.

    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:
    Candidates are

    required

    to currently hold Series 7 & 66 or 63/65

    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

    About Us


    Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

    Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

    Getting started
    Regardless of the position you are interested in, the starting points to building your resume are the same:

    • Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
    • Think about why you can do the job and make a list of your skills that are relative to the job.
    • Identify experiences or accomplishments that show your proficiency in the skills required for the job.
    • Summarize your abilities, accomplishments and skills into a brief, concise document.
    Considerations when writing a resume


    • Do be brief. Resumes should be 1-2 pages in length.
    • Do be upbeat and active in your wording.
    • Do emphasize what you have done clearly and concretely.
    • Do be neat and well organized.
    • Do have others proofread and critique your resume. Spell check. Make it error free.
    • Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.
    • Don't be dishonest, always tell the truth about yourself in the most flattering light.
    • Don't include salary history or requirements.
    • Don't include references.
    • Don't include accomplishments that do not support your professional goals.
    Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)


    Don't use italics, underlining, shadows or other fancy treatments.
    Seven steps to a successful interview

    • Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
    • Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
    • Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
    • Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
    • Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
    • Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
    • Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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