Private Wealth Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personal relationships with their advisory teams.

We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities.

At Merrill, we empower employees to bring their whole selves to work, valuing unique perspectives from diverse backgrounds and experiences. Our team fosters resilience, leadership, and innovation, positively impacting the communities we serve.

About the role

This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. The Client Associate serves as the most frequent point of contact within Merrill to address all service needs of clients.

The Westmoreland Group is seeking an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service.

Responsibilities

• Provides excellent client service by educating clients on all of 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 with 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 incorporation of banking into day-to-day practices
• Supports day-to-day team activities, including covering roles during absences or seasonal need increases, while leading with a client-first mindset
• Handles new account onboarding, processing wire transfers, completing journal entries, managing householding requests, and overseeing bannering and de-bannering activities

Requirements

• 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
• Experience with complex account openings, including RCMA and RCMA II accounts, Salesforce, and WebEx Softphone is strongly preferred

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)
• Industry knowledge and 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 evolving responsibilities
• Detail-oriented with sound judgment and discretion when handling sensitive information
• Commitment to continuous learning and professional growth
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
• 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

Schedule

• 1st shift (United States of America)
• 37.5 hours per week
• In-office role with flexibility based on role-specific responsibilities and business needs

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent.