Wealth Management Client Associate

Job Overview

Merrill Wealth Management provides comprehensive wealth management and investment services. This role supports financial advisors by delivering client service and operational excellence.

• Provide excellent client service by educating clients on all of the bank’s service and banking offerings.
• Ensure timeliness, accuracy, and completeness in 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, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting integration of banking into day‑to‑day practices.
• Support day‑to‑day team activities and needs, including covering roles during absences or increased seasonal demand, while maintaining a client‑first mindset.

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

• Current holder or 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 changing and evolving responsibilities.
• Detail oriented; exhibits sound judgment and discretion when handling sensitive information.
• Commitment to continuous learning and professional growth.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.
• Bilingual Spanish.

• 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

High School Diploma / GED / Secondary School or equivalent.

• Shift: 1st shift (United States of America)
• Hours per week: 37.5
• Location:
  
  301 E Hopkins Ave, Aspen, CO 9922

Hourly pay ranging from $25.00 to $44.00, offered based on experience, education, and skill set. Eligible for an annual discretionary award.

Benefit eligible, including paid time off and industry‑leading benefits.

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