Wealth Management Client Associate (FP)

Job Overview Merrill Wealth Management is seeking a client‑service professional who will provide dedicated support to a team of Financial Advisors. The role focuses on client advocacy, operational excellence, and enhancing the overall client experience. Responsibilities Provide excellent client service by educating clients on all banking and service offerings. Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests. Assist in aligning practices with bank policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships, foregrounding bank offerings and promoting banking integration into day‑to‑day practices, while communicating results to the FA. Support day‑to‑day team activities, including covering roles during absences or seasonal demand increases, while maintaining a client‑first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results. Demonstrated client‑centric mindset, acting in the interest of the client. Ability to learn and adapt to new information and technology platforms. Desired Qualifications Holding or pursuing FINRA Securities Industry Essentials (SIE), Series7, Series66 (63&65 accepted in lieu of 66). Knowledge of investment products and understanding of the investment mandate. Experience working with clients, delivering complex solutions, and providing excellent client experience. Comfortable in a fast‑paced environment with evolving responsibilities. Detail oriented, commitment to continuous learning and professional growth. Sound judgment and discretion when handling sensitive information. Strong computer skills – MicrosoftWord, Excel, PowerPoint, and Salesforce. Professional verbal, written, and oral communication skills. Skills Account Management Client Management Customer & Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education High School Diploma / GED / Secondary School or equivalent. Work Hours Shift: 1st Shift (United States of America) Hours per Week: 37.5 Important Notes Internal employees who are currently working from home remain eligible to apply. If selected, onsite work may be required in accordance with the workplace excellence policy. #J-18808-Ljbffr