Merrill Lynch, Pierce, Fenner & Smith Inc

United States

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Added 58 mins ago
ML
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $44 USD / hour
Added 58 mins ago
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Added 58 mins ago
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
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Merrill Lynch, Pierce, Fenner & Smith Inc
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Merrill Lynch, Pierce, Fenner & Smith Inc
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Merrill Lynch, Pierce, Fenner & Smith Inc
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Merrill Lynch, Pierce, Fenner & Smith Inc
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Merrill Lynch, Pierce, Fenner & Smith Inc
United States
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Merrill Lynch, Pierce, Fenner & Smith Inc
United States
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Merrill Lynch, Pierce, Fenner & Smith Inc
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Closed listing

Merrill Lynch, Pierce, Fenner & Smith Inc

Client Service Associate

United States

$28.75 to $40 USD / hour

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $28.75 to $40 USD / hour
Closing date: Oct 21, 2026
Posting language: English
Posted: Oct 16, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.

Job Description:

This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short -term and long-term coverage needs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
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 to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry
Proficient in Microsoft Word and Excel

Desired Qualifications:

Bilingual in Spanish, Portuguese or Mandarin.
Bachelor’s Degree in a related field
Knowledge of investment and banking products, policies and procedures
Flexible and adaptable to changing business needs and evolving job expectations
Strong technological skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Time Management
Organized
Detail Oriented
Multi-tasking

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$28.75 - $40.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About employer

More about this job

Skills

Microsoft Word
Microsoft Excel
Bilingualism
Adaptability
Sales
Prioritization
Time management
Multitasking

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