Wealth Management Client Associate – Onsite | New York
Job Description
Job Title and Overview
Job Title: Wealth Management Client Associate (FP)
Industry: Financial Services / Wealth Management
Location: New York, NY
Job Type: Full-Time
Salary: $25 – $37 / hour
Expected Hours: 37.5 hours per week
Job Description
The Wealth Management Client Associate (FP) plays a key role at Merrill. This position supports one or more Financial Advisors (FAs). It focuses on delivering personalized service to clients while promoting the bank’s solutions. The role includes managing client needs, handling operational tasks, and ensuring accurate documentation.
You will also help align practices with bank policies and support risk management. Strong communication and client service skills are essential. This is an in-office role based in New York, NY. However, some flexibility may be offered depending on business needs.
The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment. In this role, you will be the main point of contact for clients, helping them reach their financial goals.
Responsibilities of the Wealth Management Client Associate (FP)
The following are the responsibilities of the Wealth Management Client Associate (FP) at Merrill:
- Deliver excellent client service by educating clients about banking and investment services.
- Serve as the main point of contact for clients, responding to their service needs.
- Prepare client materials accurately and on time, ensuring completeness.
- Follow up on all requests from clients and Financial Advisors (FAs).
- Ensure practices follow the bank’s policies and support risk management.
- Help identify and strengthen client relationships through daily communication.
- Promote the use of banking tools and services in regular client interactions.
- Support team operations by stepping into roles during absences or peak times.
- Lead with a client-first mindset, ensuring high-quality service at all times.
Requirements for the Wealth Management Client Associate (FP)
Given below are the qualifications, experience, and skills required for the Wealth Management Client Associate (FP) at Merrill:
Qualifications:
- A High School Diploma, GED, or equivalent is required.
- Additional certifications (Series 7 & 66 or 63/65) are preferred.
- Must be willing to obtain required licenses within 6 months, if not already held.
Experience:
- Prior experience in client service or financial support is ideal.
- Experience working with Financial Advisors or within banking is a plus.
Skills:
- Strong communication skills, both written and spoken.
- Excellent customer service and relationship management abilities.
- Skilled in handling accounts, managing priorities, and resolving issues.
- Familiarity with business development and administrative support.
- High emotional intelligence and the ability to identify referrals.
Benefits
As a Wealth Management Client Associate (FP) at Merrill, you will enjoy the following perks:
- A full-time, in-office role that fosters collaboration and team growth.
- A diverse, inclusive work environment where your voice matters.
- Access to Merrill’s top-tier financial tools and resources.
- The chance to work with a well-established client base.
- Opportunities to build a career within one of the world’s largest financial institutions.
- Professional development through licensing support (Series 7 & 66).
- Connection to the banking strength of Bank of America.
- Exposure to a high-performance culture focused on results and resilience.
- A supportive atmosphere that values trust, transparency, and teamwork.
Shifts
This is a first-shift role based in the United States.
You will work 37.5 hours per week.
The schedule follows standard business hours on weekdays.
There is no travel required for this position.
How to Apply
To apply for the Wealth Management Client Associate (FP) position at Merrill, please click on the apply button:
Deadline to Apply
The deadline to apply for the Wealth Management Client Associate (FP) at Merrill is May 30, 2025.
Early applications are encouraged, as the position may close sooner based on volume.
Work Authorization
The hiring team only accepts applicants who have legal work authorization in the United States.
Visa sponsorship is not available for this position.
If you require accommodations due to a disability, contact 1.877.760.2076.
This dedicated line is for accessibility support only.
Equal Opportunity Employer
Merrill, a part of Bank of America, is proud to be an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace where all individuals are respected and valued. Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status. Our inclusive culture encourages employees to bring their authentic selves to work and supports them in reaching their full potential.
Company Overview
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment services, catering to individuals, businesses, and institutions. With a strong commitment to goal-based wealth management, Merrill offers personalized solutions, focusing on retirement planning, education, legacy, and more.
As a part of Bank of America, Merrill provides clients with access to a wide range of banking services alongside expert financial advice. The company values diversity and inclusion, bringing together a team of professionals from various backgrounds to foster a culture that is results-driven and collaborative. Merrill’s mission is to help clients pursue their financial goals with transparency, trust, and expert guidance.
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