Registered Wealth Management Client Associate- Chicago Market

About the Role
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, committed to transparency and trust.

Merrill is dedicated to an in‑office culture with specific requirements for office‑based attendance, while offering flexibility based on role‑specific considerations.

• Provide excellent client service by educating them on all bank offerings.
• Ensure timeliness, accuracy, and completeness in 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 encouraging integration of banking into day‑to‑day practices.
• Support day‑to‑day team activities, including covering roles during absences or seasonal increases, always leading with a client‑first mindset.

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (or Series 63 & 65 in lieu of 66).
• If these licenses are not currently held, they must be obtained within a specified timeframe if hired into a registered job code.
• Possesses advanced industry knowledge and understanding of investment products.
• Is an enthusiastic, highly motivated self‑starter with a strong work ethic and a focus on results.
• Demonstrates a client‑centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.

• Has experience working with clients, quickly fulfilling needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with changing responsibilities.
• Detail oriented.
• Committed to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with 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.