Wealth Management Client Associate

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

Merrill is committed to an in‑office culture that supports collaboration, engagement, and career development, with clear in‑office expectations while providing the appropriate level of flexibility. We value the unique perspectives of our people and clients, fostering resilience, leadership, and innovation across diverse backgrounds and experiences.

• Provides excellent client service to the bank’s clients through educating them on all of the bank’s services and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk.
• Identifies, deepens and maintains client relationships by emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Supports day‑to‑day team activities and needs, including covering roles in times of absence or seasonal need increases, while leading with a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with strong work ethic and intense focus on results.
• Demonstrates a 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 candidate of 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 orientated.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application 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

High School Diploma / GED / Secondary School or equivalent.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.

1st shift (United States of America).

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