Wealth Management Client Associate

Responsibilities

• Provide client service support to multiple Financial Advisors.
• Support operational excellence goals and client advocacy within the FA’s business, customizing solutions based on their specific needs.
• Serve as the most frequent point of contact for Merrill to address all service needs of the FA’s clients.
• Provide excellent Client Service to clients by educating them on the bank’s service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist with ensuring practices are in alignment 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 during absences or seasonal increases, while leading with a client‑first mindset.

• 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.
• High school diploma / GED / secondary school or equivalent.

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series
  66 (63 and
  65 accepted in lieu of66).
• Industry knowledge and understanding of investment products.
• 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, demonstrates a commitment to continuous learning and professional growth.
• Exhibits 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

Location:

W FIELD PKWY (IL9218), US – IL – Deer Park

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

Includes discretionary incentive eligible – eligible for an annual discretionary award based on individual performance and overall contribution.

Eligible for benefits: industry‑leading benefits, access to paid time off, resources, and support.

Internal employees currently working from home are still eligible to apply; selection may require onsite work in accordance with the workplace excellence policy.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.

Pay transparency information is available at: