Wealth Management Specialist

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 worldwide, Merrill specializes in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Trust is built on transparency, and advisory teams have access to Merrill’s investment insights combined with the banking convenience of Bank of America. Merrill is committed to an in‑office culture with specific office‑based attendance requirements, while allowing appropriate flexibility based on role‑specific considerations. The firm empowers employees to bring their whole self to work, values diversity in thoughts, business, and employees, and fosters a culture‑driven, resilient, results‑focused, and effective work community. Internal employees currently working from home are still eligible to apply; however, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Responsibilities

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
• Documents client interactions and provides team members with time‑sensitive updates
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
• Provides advice and assists with training for team members

Skills

• Account Management
• Business Acumen
• Customer Service Management
• Client Management
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Process Simplification

Requirements

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Schedule

Shift: 1st shift (United States of America)
Hours Per Week: 40