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Client Associate – Wealth Management Banking

Lexington, Kentucky

Job Description:

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.


This Client Associate (CA) role is an integral part of our team’s effort to deliver extraordinary service and support to our clients.  The CA’s mastery of the administrative aspects of client onboarding and investment management is critical to the success of our team.  For established clients and their other professional advisors, the CA will often serve as the most frequent point of contact with the team.  In the capacity of CA on our team, this person will be responsible for banking services for our high net worth clients.  This will include working with clients to open and manage checking accounts and credit cards and assisting with lending products including mortgages.  

Musgrave Dunn & Associates is a team of advisors within Merrill Lynch Wealth Management which provides financial planning and investment management services to 180 high net worth families and entities throughout the United States. Musgrave Dunn & Associates manages over $800 million of our clients’ wealth. 

Duties and Responsibilities:

  • Frequently interact with high net worth families and their professional advisors to identify and meet service needs and concerns
  • Deliver a strong overall client experience
  • Develop and maintain a thorough knowledge of banking suite of products available to clients
  • Develop and nurture banking relationships with existing and new clients
  • Work and collaborate with a multi-person team
  • Learn and develop skills in all facets of the financial planning and investment management business
  • Maintain and enhance knowledge through continuing education and development

Required Skills

  • Undergraduate Degree Preferred
  • Minimum of 1 year of professional or relevant internship experience required
  • If Series 7 & 66 or 63/65 licenses are not currently held, must be obtained within a specified timeframe
  • Knowledge of investment and banking products, policies & procedures
  • Strong client service and technical skills (MS Word & Excel)
  • Possess and demonstrate strong communication skills
  • Detail oriented with strong organizational skills; ability to manage multiple tasks and priorities at once in a fast paced environment

Desired Skills 

* Fully Registered 7/66

* Undergraduate Degree

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:
300 W VINE ST, KY, Lexington, 40507