Wealth Management Client Associate; FP

Job Overview

Merrill Wealth Management is seeking a client‑service professional who will provide dedicated support to a team of Financial Advisors. The role focuses on client advocacy, operational excellence, and enhancing the overall client experience.

• Provide excellent client service by educating clients on all banking and service offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor 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, foregrounding bank offerings and promoting banking integration into day‑to‑day practices, while communicating results to the FA.
• Support day‑to‑day team activities, including covering roles during absences or seasonal demand increases, while maintaining a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results.
• Demonstrated client‑centric mindset, acting in the interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• Holding or pursuing FINRA Securities Industry Essentials (SIE), Series7, Series
  66 (63&65 accepted in lieu of 66).
• Knowledge of investment products and understanding of the investment mandate.
• Experience working with clients, delivering complex solutions, and providing excellent client experience.
• Comfortable in a fast‑paced environment with evolving responsibilities.
• Detail oriented, commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer skills – Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal, written, and oral communication skills.

• Account Management
• Client Management
• Customer & 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

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