Wealth Management Client Associate

Job Overview

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, ensuring client advocacy and operational excellence.

• Provide excellent client service by educating clients on all bank service and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor (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 promoting banking incorporation into day‑to‑day practices and communicating outcomes to the FA.
• Support day‑to‑day team activities and needs, including covering roles in times of absence or seasonal increases, while leading with a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• 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).
• Possesses 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 oriented.
• Commitment to continuous learning and professional growth.
• 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.

1st shift (United States of America) – 37.5 hours per week.

US – NY – Smithtown – 50 ROUTE 111 – HILLSIDE VILLAGE PLAZA (NY3111).

Hourly pay $25.00 – $44.00, based on experience, education, and skill set. Eligible for the annual discretionary incentive plan.

Industry‑leading benefits, paid time off, resources and support to employees to make an impact and contribute to growth.

Internal employees working from home are eligible to apply; if selected, you may be required to work onsite in accordance with the workplace excellence policy.

Merrill Wealth Management promotes a diverse and inclusive workplace. All qualified applicants will receive consideration.