Registered Wealth Management Client Associate

Merrill Wealth Management

We offer comprehensive wealth management and investment products for individuals, companies, and institutions.

Support client service for multiple Financial Advisors, ensuring operational excellence and client advocacy. Serve as the primary point of contact for client needs.

• Provide excellent client service and education on bank offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist in aligning practices with bank policies and procedures to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships by emphasizing banking offerings and encouraging banking integration into daily practices.
• Support day-to-day team activities, covering roles during absences and seasonal peaks, while leading with a client-first mindset.

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (or Series 63 and 65 in lieu of 66). Licenses not currently held must be obtained within a specified timeframe if hired into a registered job code.
• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, self‑starter with strong work ethic and 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 needs and delivering complex solutions.
• Comfortable operating in a fast‑paced environment with changing responsibilities.
• Detail oriented.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion handling sensitive information.
• Strong computer skills, including 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

1st shift (United States of America)

Hours per week: 37.5

Pay range: $25.00 - $45.00 hourly, determined based on experience, education, and skill set.

Discretionary incentive:
Eligible for annual discretionary plan based on performance.

Benefits:
Eligible for industry-leading benefits, paid time off, and other resources to support growth and community impact.

May require onsite work in accordance with workplace policy.