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Private Wealth Client Associate

San Francisco, California

Job Description:

Private Wealth Associate - PBIG:

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 Lynch’s 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 Banking & Investment Group (PBIG) 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 (Series 7, 63, 65, & 66).

We are looking for a career-oriented applicant who desires to participate in growth along with the team. The CA will oversee all day to day office management and business operations. Desiring an applicant able to provide service with a first class personal touch.

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


  • Undergraduate degree preferred
  • Minimum of 1 + 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).


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
101 CALIFORNIA ST, CA, San Francisco, 94111