Wealth Management Client Associate

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
• Aids in ensuring practices align 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

• 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

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
• Sound judgment and discretion when handling sensitive information
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
• Demonstrates professional verbal and written communication skills