Wealth Management Client Associate

Position Overview

This role is a Wealth Management Client Associate/Cashiering that provides client service support to multiple Financial Advisors. The Associate is expected to serve as the primary point of contact within Merrill, ensuring timely and accurate completion of all client and Financial Advisor requests while operating with a client‑first mindset.

• Provide excellent client service, 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 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 banking integration into day‑to‑day practices, while communicating results to the FA.
• Support day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, with a client‑first mindset.
• Provide cashiering coverage: accept and process client deposits, print and distribute checks per established procedures and deadlines.
• Manage incoming and outgoing correspondence, ensuring timely handling and delivery of mail, packages, and client communications.
• Maintain accurate records and documentation related to deposits, checks, and correspondence activities.
• Support branch operations by ensuring all cashiering and administrative tasks comply with bank policies and procedures.
• Collaborate with team members to provide seamless operational support and excellent client service.
• Assist with additional operational and administrative duties as assigned.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Demonstrates a client‑centric mindset, 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 an understanding of investment products.
• Has experience working with clients, 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.
• Commits to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.

• 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.

Hourly pay range: $25.00 – $44.00, determined by experience, education, and skill set. Discretionary incentive eligible; employees may receive an annual discretionary award based on individual performance and overall contributions. This role is eligible to participate in the annual discretionary plan and is benefits eligible, providing industry‑leading benefits, paid time off, resources, and support.

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

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