Private Wealth Client Associate

About the Role

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. The role of a Private Wealth Client Associate involves providing client service support to Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy.

Key Responsibilities

• Provides excellent Client Service to clients by educating them on the bank's 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 the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and promoting the incorporation of banking into daily practices, communicating outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles during absences or increased seasonal needs, while leading with a client-first mindset.

Requirements & Tech Stack

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• 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.

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 their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast-paced environment with changing and evolving 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.

Additional Details

• Shift: 1st shift
• Hours Per Week: 37.5