Private Wealth Client Associate

Job Summary

Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors by providing excellent client service, ensuring accurate and timely client materials, and maintaining operational excellence. The associate will act as a primary point of contact for client needs and support day‑to‑day team activities.

• Deliver excellent client service by educating clients on banking offerings and products.
• Ensure timeliness, accuracy, and completeness of client documents; follow up on all client and FA requests.
• Help maintain policy compliance and operational excellence to protect clients and manage risk.
• Develop and deepen client relationships by highlighting bank offerings and encouraging integration of banking services.
• Support team activities, including covering roles during absences or seasonal demand, while maintaining a client‑first mindset.

• High school diploma, GED, or equivalent.
• Enthusiastic, highly motivated self‑starter with strong work ethic and results focus.
• Client‑centric mindset; actions in best interest of client.
• Ability to quickly learn and adapt to new information and technology platforms.
• Comfortable operating in fast‑paced, evolving environment.
• Detail oriented, sound judgment, and discretion with sensitive information.
• Proficient computer skills:
  Microsoft Word, Excel, PowerPoint, Salesforce.
• Excellent verbal and written communication skills.

• Current or pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (or 63/65 acceptable).
• Industry knowledge and understanding of investment products.
• Experience with clients, delivering complex solutions and excellent client experience.
• Strong commitment to continuous learning and professional growth.

• Shift: 1st shift (United States of America)
• Hours per week: 37.5
• Internal employees must remain eligible to work from home; on‑site work may be required.
• Privacy Statement:
• Hiring may be subject to FDIC/FINRA regulations regarding criminal history.