Registered Private Wealth Client Associate - Bilingual Spanish Preferred

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Affirms timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Affirms practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Requirements

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
• Possesses advanced industry knowledge and an understanding of investment products
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

Qualifications

• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
• Is detail oriented
• Demonstrates a commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Displays strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
• Displays professional verbal and written communication skills