Wealth Management Client Associate; FP

Job Overview

Supports multiple Financial Advisors by providing client service support, operational excellence and client advocacy within Merrill Wealth Management.

• Provide excellent client service to bank clients by educating them on bank services and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor requests.
• Assist in aligning practices with the bank's policies and procedures to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships, emphasizing the bank’s offerings and incorporating banking into day‑to‑day practices.
• Support day‑to‑day team activities, covering roles during absences or seasonal demand increases.
• Act as the primary point of contact for client service needs.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and a 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.

• Currently holds or is pursuing FINRA SIE, Series7, and/or Series
  66 (or Series
  63 and 65 in lieu of 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients, fulfilling needs, delivering complex solutions, and providing excellent client experience.
• Comfortable operating in a fast‑paced environment with changing responsibilities.
• Detail oriented, continuous learner, and professional communicator.
• Strong computer skills:
  Microsoft Word, Excel, PowerPoint, Salesforce.
• Preferred: 7 and 66 or equivalent licenses, Master’s degree, up to 5 years related experience.

• 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

• Minimum Education:
  
  High School Diploma / GED / Secondary School or equivalent.
• Shift: 1st shift (United States).
• Hours per week: 37.5.
• Pay Range: $25.00 – $44.00 hourly.
• Discretionary incentive: eligible for annual discretionary plan.

• Industry‑leading benefits.
• Paid time off.
• Resources and support to enable impact.