Private Wealth Client Associate

About the Role

Merrill Wealth Management is seeking a Private Wealth Client Associate to provide client service support to Financial Advisors. This role focuses on supporting enterprise strategic objectives, operational excellence, and client advocacy.

Key Responsibilities

• Provides client service to clients, educating them on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Follows up on 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.
• Communicates outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles during absence or seasonal increases.
• Leads 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.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrates professional verbal and written communication skills.
• 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

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
• 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 responsibilities.
• Detail-oriented.
• Demonstrates a commitment to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.