Wealth Management Client Associate

About the Role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role supports Financial Advisors (FAs) by providing client service support, addressing service needs, and advocating for clients within the FA's business. The role emphasizes an in-office culture for collaboration and career development.

Key Responsibilities

• Provides client service through educating clients on bank service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists in aligning practices with bank policies and procedures for operational excellence, client protection, and risk management.
• Identifies, deepens, and maintains client relationships by emphasizing bank offerings and promoting banking integration.
• Communicates outputs of client relationship activities to the FA.
• Supports day-to-day team activities and needs, covering roles during absences or increased seasonal needs, with a client-first mindset.

Requirements & Tech Stack

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• 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 understanding of investment products.
• Experience working with clients, 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.