Registered Wealth Management Client Associate
Merrill Lynch
About this role
Merrill Wealth Management seeks a client service support professional to assist multiple Financial Advisors by serving as the primary point of contact for client needs, ensuring operational excellence and fostering client relationships through personalized service and support.
Skills
Qualifications
About Merrill Lynch
ml.comMerrill Lynch is the wealth management arm of Bank of America, providing financial advisory and investment services to individuals, families, and institutions. It delivers personalized planning and portfolio management — including retirement, trust, estate, and brokerage solutions — supported by in-house research, digital tools, and broad institutional resources. Clients work with Merrill financial advisors to pursue long-term goals across every stage of life and career. The firm emphasizes an integrated offering that combines advisory expertise with Bank of America’s banking and custody capabilities.
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About Merrill Lynch
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Merrill Lynch.
Salary
$40k – $50k
per year
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