Wealth Management Client Associate

Job Description

Merrill Wealth Management is seeking a client service support professional to assist Financial Advisors (FAs). The role focuses on delivering top‑quality client service, supporting operational excellence, and ensuring client advocacy within the FA’s business.

• Serve as the primary point of contact for all client service needs.
• Educate clients about the bank’s services and banking 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 promote operational excellence and risk management.
• Identify, deepen, and maintain client relationships by promoting bank offerings and integrating banking into day‑to‑day practices.
• Support day‑to‑day team activities, including covering roles during absences or seasonal increases.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and 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), 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 evolving responsibilities.
• Detail oriented; demonstrates commitment to continuous learning and professional growth.
• Exhibits 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.

Shift: 1st shift (United States of America) – Hours per week: 37.5. The role may require onsite work in accordance with the workplace excellence policy. Internal employees currently working from home remain eligible to apply.

Pay range: $25.00 – $44.00 hourly. Pay will be determined based on experience, education, and skill set. This role is eligible to participate in the annual discretionary plan and benefits package.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.