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 provides client service support to multiple Financial Advisors (FAs), serving as the primary point of contact for clients' service needs. The opportunity supports a team in Merrill’s Washington, DC office.

Key Responsibilities

• Provides excellent client service by educating clients on banking and service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists in aligning practices with bank policies and procedures to support operational excellence, client protection, and risk management.
• Identifies, deepens, and maintains client relationships by emphasizing bank offerings and promoting banking integration.
• Supports day-to-day team activities, including 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.
• Demonstrates a client-centric mindset.
• Ability to learn and adapt to new information and technology platforms.
• High School Diploma / GED / Secondary School or equivalent.
• 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, 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