1+ months

Private Wealth Associate

San Francisco, CA 94103
**Job Description:**

A nationally recognized Private Wealth Management Team is looking to add an exceptional private wealth associate who can work with sophisticated, ultra-high net worth clients. The Campbell Team manages over $1 billion in assets for individuals with an average net worth of at least $25 million. Recently the team was recognized by the Financial Times as one of the Top 400 Financial Advisors in America, by Forbes as a Top Advisor in the Bay Area and a Top Women Wealth Advisor. The team is part of the Merrills Private Wealth Management group dedicated to serving the needs of ultra-high net worth individuals.

We encourage candidates to learn more about the team by visiting https://pwa.ml.com/thecampbellgroup .

Two years prior experience preferred. Strong GPA and undergraduate experience preferred.

The team is actively seeking an experienced individual to lead all aspects of day-to-day client service and support. In this role you will effectively leverage tools to maintain client health and mitigate risk, You will utilizes resources, tools, and technology to create efficiency and capacity in the business. The ideal candidate will demonstrate use of processes and anticipate business deliverables and deadlines. You will serve as primary point of contact for clients on all service needs, all while expressing positive energy and enthusiasm.

Some of the key qualities for success in the role include:

+ Ability (and passion for) meeting both simple and complex day to service needs of clients

+ Proven process taking accountability and ensuring timely follow through

+ Experience using Salesforce and other tools to document client interactions; and escalate issues where appropriately

+ Ability to priorities in response to changing work demands and expectations

Business Overview:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Job Description:

The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). This role is specific to Private Wealth Management and the CA who supports Private Wealth Advisors. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA.


+ Undergraduate degree preferred

+ Minimum of 2 + years professional or relevant internship experience required.

+ Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations.

+ Knowledge of investment and banking products, policies & procedures is required.

+ Strong client service, operational & technical skills (MS Word & Excel).

+ Strong communication, time management and organizational skills are required.

Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).

Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.

**Posting Date** : 05/15/2019

**Location** :

San Francisco, CA, 101 CALIFORNIA ST (CA5332),

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 37.5

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Banking / Finance
Posted: 2019-05-17 Expires: 2019-09-28

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Private Wealth Associate

Bank of America
San Francisco, CA 94103

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