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.
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.
Job Description:
This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
- Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
- Documents client interactions and provides team members with time sensitive updates
- Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
- Provides advice and assists with training for team members
Skills:
- Account Management
- Business Acumen
- Customer Service Management
- Client Management
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Process Simplification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Skills Required
- High school diploma, GED, secondary school education, or equivalent
- SAFE Act registration and successful completion of the required background check for residential mortgage loan origination responsibilities
- Knowledge of the Merrill Wealth Management business
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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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, and vision plans along with mental health resources, EAP support, and virtual care options. These offerings indicate breadth across preventive care, counseling, and convenient access channels.
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Retirement Support — Retirement benefits include up to a 5% 401(k) company match plus an additional 2% or 3% annual company contribution based on years of service. This structure signals meaningful long-term savings support beyond standard matching.
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Parental & Family Support — Family support features 26 weeks of parental leave, with 16 weeks fully paid for eligible employees, plus programs for fertility, adoption, surrogacy, childcare, and backup care. These resources emphasize support across family-building and caregiving needs.
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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