Private Wealth Client Associate

Company Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products, specializing in goals‑based wealth management for individuals, companies, and institutions.

Job Description: This role is responsible for providing client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. The employee will serve as the primary point of contact within Merrill to address all client service needs.

• Provide excellent client service by educating clients on all of the bank’s service and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests.
• Assist in ensuring practices align with bank 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 encouraging integration of banking into day‑to‑day practices.
• Support day‑to‑day team activities, including covering roles during absences or seasonal needs, with a client‑first mindset.

• 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 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, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with changing 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

Internal employees who are currently working from home are still eligible to apply. If selected, onsite work may be required in accordance with the Workplace Excellence policy.

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.

1st shift (United States of America)

37.5

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100)

$25.00 - $44.00 hourly pay, offers to be determined based on experience, education, and skill set.

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on overall individual performance results and behaviors, the performance and contributions of their line of business and/or group, and the overall success of the company.

This role is benefits eligible. We provide industry‑leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.