Wealth Management Client Associate

About the Role

Merrill Wealth Management provides comprehensive wealth management and investment products and services. Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through a personal relationship with their advisory team.

Key Responsibilities

• Provide client service support to potentially multiple Financial Advisors (FAs).
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business.
• Customize solutions based on client-specific needs.
• Serve as the most frequent point of contact within Merrill to address all client service needs.
• Educate clients on the bank's service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials.
• Follow up on all client and Financial Advisor (FA) requests.
• Ensure practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank's offerings and promoting the incorporation of banking into day-to-day practices.
• Communicate outputs to the FA.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in need.
• Lead with a client-first mindset.

Requirements & Tech Stack

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• 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.
• 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.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift: 1st shift (United States of America)

Hours Per Week: 37.5