Wealth Management Client Associate

Job Overview

Merrill Wealth Management provides client service support for one or more Financial Advisors (FAs), focusing on enterprise strategic objectives, operational excellence, and client advocacy. The role serves as the primary point of contact for clients within the firm, ensuring timely, accurate, and complete client materials and supporting the FAs in day‑to‑day activities.

• 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 and procedures to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting banking incorporation into day‑to‑day practices.
• Support day‑to‑day team activities and cover roles during absences or seasonal demand increases, all while leading with a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and an 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.

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (or equivalent Series 63/65).
• Possesses industry knowledge and an 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 oriented and demonstrates a commitment 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.
• Demonstrates 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.
• Shift: 1st shift (United States of America)
• Hours per Week: 37.5
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