Wealth Management Client Associate

About the Role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Wealth Management Client Associate role involves providing client service support to Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy. This role serves as the primary point of contact for addressing client service needs.

Key Responsibilities

• Provides excellent Client Service to bank clients, educating them on service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists in ensuring practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing bank offerings and promoting banking integration, communicating outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles during absences or seasonal increases, with a client first mindset.

Requirements & Tech Stack

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.

Desired Qualifications

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
• Possesses industry knowledge and an understanding of investment products.
• Experience working with clients, quickly fulfilling needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast-paced environment with changing responsibilities.
• Detail oriented.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.

Skills

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift

Hours Per Week: 37.5