Job Description

Job Title: Client Associate

Company: Merrill Lynch (Bank of America)

As a Client Associate at Merrill Lynch, you will provide dedicated support to financial advisors and clients, ensuring a seamless wealth management experience. This role involves administrative assistance, operational support, and client service to maintain and enhance relationships with high-net-worth individuals, corporate executives, and business owners.

Key Responsibilities:

Serve as a primary point of contact for client inquiries, ensuring prompt and professional service. Assist financial advisors with account administration, including opening new accounts, maintaining client records, and processing transactions. Prepare and review client documentation to ensure compliance with regulatory and firm policies. Support financial advisors in preparing for client meetings by compiling reports, account summaries, and investment materials. Coordinate account maintenance, wire transfers, and other financial transactions. Monitor account activity and proactively identify issues or opportunities for enhanced client service. Collaborate with internal teams, including compliance and operations, to resolve client concerns efficiently. Stay up to date on financial products, services, and industry regulations to assist clients effectively.
Qualifications & Skills:

Bachelor's degree preferred or equivalent work experience in financial services. 1-3 years of experience in client service, wealth management, banking, or a related field. Strong knowledge of financial markets, investment products, and brokerage services. Proficiency in Microsoft Office (Excel, Word, PowerPoint) and financial software applications. Excellent communication, problem-solving, and organizational skills. Ability to multitask in a fast-paced, client-focused environment. FINRA Series 7 & 66 (or Series 63 & 65) licenses preferred or willingness to obtain.
Why Merrill Lynch?

Merrill Lynch, a division of Bank of America, offers a collaborative and client-centric environment where team members are empowered to build meaningful relationships with clients. You'll have access to industry-leading tools, professional development opportunities, and a dynamic team committed to delivering top-tier wealth management solutions.

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Job Type: Full-time

Pay: $70,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance
Experience:

Customer service: 3 years (Preferred)
Ability to Commute:

Las Vegas, NV 89145 (Required)
Ability to Relocate:

Las Vegas, NV 89145: Relocate before starting work (Required)
Work Location: In person