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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
Responsibilities:
- Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
- Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
- Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
- Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Required Qualifications:
- Holds the following registered licenses (or obtains within 240 days of start date): FINRA Securities Industry Essentials (SIE), Series 7 Top-Off and Series 63
- Must be flexible to work various shifts which may include a weekend day; 40 hours per week - 1st & 2nd shifts available
Desired Qualifications:
- Currently holds or is pursuing Bachelor's Degree
- Experience in a call center and/or a financial/banking center
- Customer service experience
- Has the ability to learn and adapt to new information and technology platforms
Skills:
- Account Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Regulatory Compliance
- Active Listening
- Adaptability
- Problem Solving
- Risk Management
- Attention to Detail
- Business Acumen
- Trading
- Valuation Ethics and Practice Standards
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
40Skills Required
- FINRA Securities Industry Essentials (SIE), Series 7 Top-Off, and Series 63 licenses, or ability to obtain them within 240 days of starting
- Flexibility to work various shifts, including potentially one weekend day
- Availability to work 40 hours per week
- High school diploma, GED, secondary school diploma, or equivalent
- Bachelor's degree completed or in progress
- Call center or financial/banking center experience
- Customer service experience
- Ability to learn and adapt to new information and technology platforms
Bank of America Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.
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Retirement Support — Retirement contributions include a 401(k) match up to 5% of eligible pay plus an additional 2–3% company contribution based on tenure, strengthening long-term savings. This stands out as a core component of the total rewards package.
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Parental & Family Support — Parental leave can extend up to 26 weeks with 16 fully paid weeks for eligible employees, alongside backup care and broad family-planning support. Programs such as adoption, fertility, and surrogacy assistance include up to $20,000 in lifetime reimbursement for eligible expenses.
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Healthcare Strength — Comprehensive medical, dental, vision, telehealth, mental-health resources, wellness programs, and a 24/7 employee assistance program are available. The breadth of coverage and access to counseling and wellness tools are highlighted as notable strengths.
Bank of America Insights
What We Do
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
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