Wealth Management Client Associate

Job Description

Provide client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs business while customizing solutions based on their specific needs. Serve as the most frequent point of contact within Merrill to address all service needs of their clients.

• Provide excellent client service by educating clients on all bank services and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist with ensuring practices align with bank policies to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Support day‑to‑day team activities and needs, including covering roles during absence or seasonal increase, while leading with a client‑first mindset.

• Enthusiastic, self‑starter with 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.

• 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 changing responsibilities.
• Detail oriented.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer skills:
  Microsoft Word, Excel, PowerPoint, Salesforce.
• Professional verbal and written communication 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

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

Shift: 1st shift (United States of America)

Hours per week: 37.5

Pay range: $25.00 - $44.00 hourly; discretionary incentive eligible; participates in annual discretionary plan based on performance.

Eligible for industry‑leading benefits, paid time off, and resources and support to contribute to sustainable growth.

Home‑office eligible, but onsite work may be required in accordance with workplace excellence policy.

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