Registered Wealth Management Client Associate (FP)
Bank of AmericaKansas, United States
Posted March 4, 2026
Full Time
About the Company
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Job Description
Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to provide client service support to Financial Advisors. Responsibilities include educating clients on banking services, ensuring timeliness and accuracy in client materials, and deepening client relationships.
Requirements
- Provides excellent Client Service to the bank's clients
- 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
- Identifies, deepens, and maintains client relationships
- Supports day-to-day team activities and needs
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
