Registered Wealth Management Client Associate - Bilingual Portuguese and Spanish Preferred
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm specializes in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team. Merrill emphasizes transparency, diversity, and an in‑office culture with role‑specific flexibility, and values bringing one’s whole self to work.
Responsibilities
- Provides excellent client service to the bank’s clients by educating them 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 aligning practices to 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, while communicating outputs to the FA.
- Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal demand spikes, leading with a client‑first mindset.
Required Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series 63 and 65 accepted in lieu of 66). If not held, the licenses must be obtained within a specified timeframe after hire.
- Possesses advanced industry knowledge and an understanding of investment products.
- 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.
- Ability to learn and adapt to new information and technology platforms.
Desired Qualifications
- Bilingual in English and Brazilian Portuguese.
- Bilingual in English and Spanish.
- 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.
- 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
- Shift: 1st shift (United States of America)
- Hours per week: 37.5
For internal employees, participation in a work‑from‑home arrangement does not make you ineligible to apply; however, you may be required to meet the workplace excellence policy.