Wealth Management Client Associate

Job Description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role provides client service support to multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence, and client advocacy while customizing solutions to meet advisor needs.

• Deliver excellent client service by educating clients on the bank’s service and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor (FA) 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 promoting banking integration into day‑to‑day practices and communicating outcomes to the FA.
• Support day‑to‑day team activities, including covering roles during absences or seasonal increases, always with a client‑first mindset.

• Enthusiastic 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.

• 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 and delivering complex solutions.
• Comfortable operating in a fast‑paced environment with changing responsibilities.
• Detail‑oriented and committed to continuous learning and professional growth.
• Displays sound judgment and discretion with sensitive information.
• Strong computer skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.
• Bilingual Mandarin preferred.

• 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

Pay Range: $25.00 – $44.00 hourly, determined based on experience, education and skill set.

Discretionary incentive eligible: employees may participate in the annual discretionary plan based on individual performance.

This role is benefits eligible. You will have access to industry‑leading benefits, paid time off, and resources to support your well‑being.

FDIC; FINRA regulations may restrict hiring of individuals with certain criminal histories.

We’re devoted to being a diverse and inclusive workplace for everyone.