Wealth Management Client Associate

About the Role

Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to potentially multiple Financial Advisors (FAs). This role is integral to supporting enterprise strategic objectives, operational excellence goals, and client advocacy, while customizing solutions based on client needs. The Wealth Management Client Associate will serve as the primary point of contact for clients, addressing all their service needs. This position will be supporting the Jancisin | DiSilvio Group.

Key Responsibilities

• Provides excellent Client Service to clients by 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 with 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 the incorporation of banking into daily practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles during absences or seasonal increases in demand, while maintaining a client-first mindset.

Requirements & Tech Stack

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrates professional verbal and written communication skills.
• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Shift: 1st shift.
• Hours Per Week: 37.5.

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.
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Is detail-oriented.
• Demonstrates a commitment to continuous learning and professional growth.
• Exhibits 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