Wealth Management Client Associate

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind, Merrill 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 personal relationships with their advisory teams. The role involves providing client service support to potentially multiple Financial Advisors (FAs), serving as the primary point of contact for client service needs while supporting enterprise strategic objectives, operational excellence, and client advocacy.

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 aligning practices 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 increases, while maintaining a client-first mindset.

Requirements

• High School Diploma / GED / Secondary School or equivalent (minimum education requirement).
• 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.

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).
• 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 strong organizational skills.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Strong 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.