Registered Wealth Management Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment services.

• Provide excellent client service to the bank's clients through educating them 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 Financial Advisor (FA) requests.
• Assist with ensuring practices align 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 incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Support day‑to‑day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client‑first mindset.

• Current holder of FINRA Securities Industry Essentials (SIE), Series7, and Series
  66 (or Series
  63 and 65 accepted in lieu of 66).
• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense 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.

• Experience working with clients, quickly 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.
• 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

Shift: 1st shift (United States of America). Hours per week: 37.5.

Pay range: $26.50 - $45.00 hourly. Discretionary incentive plan eligibility. Benefits: industry‑leading benefits, paid time off, resources, and support for employees.

We provide adjustable work arrangements. Employees working from home are eligible to apply, but may be required to work onsite.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. Employers who violate this law may face penalties.