Wealth Management Client Associate

Job Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products. The role is focused on providing client service support to multiple Financial Advisors (FAs) and ensuring the delivery of high‑quality client experiences.

• Provide excellent client service by educating clients on all bank 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 support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting integration of banking into daily practices, while communicating outcomes to the FA.
• Support day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, with a client‑first mindset.

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

• Current or pursuing FINRA securities credentials such as SIE, Series7, and/or Series
  66 (63/65 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 with strong judgment and discretion when handling sensitive information.
• Strong computer skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Excellent verbal and written communication skills.

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours per week: 37.5

Pay range: $25.00 – $44.00 hourly, based on experience, education, and skill set.

Discretionary incentive: eligible for annual discretionary plan.

Role is benefits eligible. This includes industry‑leading benefits, paid time off, and resources to support employee well‑being.

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

Privacy and data use policies are available at privacy notice.