Registered Client Associate at Merrill Wealth Management

Advance your career with Merrill Wealth Management as a Registered Wealth Management Client Associate. Deliver high-quality client support while collaborating with Financial Advisors on personalized service strategies.

In this role, you will be integral to maintaining and deepening client relationships through exceptional service at Merrill Wealth Management. Your responsibilities will include client education on services, ensuring timely follow-ups, and supporting the adaptive needs of your team. You will need to leverage your understanding of the investment landscape to advocate for clients’ best interests.

Key Responsibilities:

• Provide outstanding service through client education

• Ensure accuracy and follow up on advisor requests

• Align client practices with bank policies to mitigate risks

• Enrich client relationships by integrating banking solutions

• Lead day-to-day team activities with a client-first approach

Requirements:

• Must hold FINRA SIE, Series 7, and Series 66 licenses

• Advanced understanding of investment products required

• Client-focused with a proactive work ethic

• Capacity to adapt to diverse technology platforms

• Strong detail orientation and communication skills

Engage with clients and support their goals as part of the Merrill Wealth Management team.
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