Wealth Management Client Associate

Merrill Wealth Management – Client Service Associate

Provide client service support to multiple Financial Advisors (FAs), ensuring operational excellence and client advocacy.

• Provide excellent client service, educating clients on all banking services and offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests.
• Assist in adherence to bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Develop, deepen, and maintain client relationships by promoting bank offerings and integrating banking into day‑to‑day practices.
• Support day‑to‑day team activities, covering roles during absences or seasonal increases, with a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results.
• Client‑centric mindset, always acting in best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• Current or pursuing FINRA SIE, Series7, and/or Series
  66 (or 63/65 in lieu of 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients and delivering complex solutions quickly.
• Comfortable in fast‑paced environment with evolving responsibilities.
• Detail oriented, with commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer skills:
  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.

Work location:

US - CA - San Mateo - 101 S ELLSWORTH AVE (CA5818).

Internal employees currently working from home are eligible to apply; selected candidates may be required to work onsite in accordance with workplace excellence policy.

Pay range: $25.00 - $44.00 hourly; discretionary incentive eligible. Eligible to participate in annual discretionary plan based on performance.

Benefits:
Industry‑leading benefits, paid time off, and resources to support employees in physical, emotional, and financial well‑being.

Applicable laws or regulations restrict or prohibit hiring of individuals with certain specified criminal history for this position (FDIC; FINRA).