Wealth Management Seasonal Client AssociateSan Francisco, CaliforniaJob 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.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 client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence, 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 with 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 our service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and supports the other Client Associates with following up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskSupports the Identification, deepening, and maintenance of client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week:37.5Pay Transparency detailsUS - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)Pay and benefits informationPay range$24.00 - $30.00 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.To view the "EEO is the Law" poster, CLICK HERE ( .To view the "EEO is the Law" Supplement, CLICK HERE ( .View the LA County Fair Chance Ordinance ( .Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. 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