Wealth Management Client Associate

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role supports financial advisors by delivering client service and operational excellence.

• Provide excellent client service to bank clients, educating them on the bank’s offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and 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 emphasizing the bank’s offerings and promoting the incorporation of banking into clients’ day‑to‑day practices, while communicating outputs to the FA.
• Support day‑to‑day team activities, including covering roles during absences or seasonal increases, with a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and a results focus.
• 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), Series7, 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 application skills, including Microsoft Word, Excel, PowerPoint, and 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

High School Diploma, GED, Secondary School or equivalent.

Shift: 1st shift (United States of America). Hours per week: 37.5.

Hourly pay: $25.00 – $44.00, based on experience, education, and skill set. Eligible for discretionary incentive plan.

Industry‑leading benefits, paid time off, resources, and support to help employees make a genuine impact and contribute to sustainable growth.

In Massachusetts, it is unlawful to require or administer a lie detector test as a condition of employment or continued employment. Violations may be subject to criminal penalties and civil liability.

For additional details, visit