Wealth Management Client Associate

Job Overview

Merrill Wealth Management is looking for a client service role to support multiple Financial Advisors. The position focuses on client advocacy, operational excellence, and ensuring a seamless service experience for clients.

• Provide excellent client service through education on bank offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests.
• Assist with practice alignment to bank policies and procedures, supporting operational excellence, client protection, and risk management.
• Identify, deepen, and maintain client relationships by promoting banking integration and communicating results to the FA.
• Support day‑to‑day team activities, including covering roles during absences or seasonal demand while leading with a client‑first mindset.

• Enthusiastic, highly motivated 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.

• Currently holds or pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63/65 accepted in lieu of 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients, fulfilling needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with evolving responsibilities.
• Detail oriented, committed to continuous learning and professional growth.
• Exhibits sound judgment and discretion with sensitive information.
• Strong computer skills (Word, Excel, PowerPoint, Salesforce).
• Professional verbal and written communication skills.
• Bachelor’s degree or equivalent work experience.

• 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

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America), 37.5 hours per week.