Wealth Management Client Associate

Application Deadline: Jul 31, 2026 Job Description This role provides client service support to multiple Financial Advisors (FAs), enabling them to meet enterprise strategic objectives, operational excellence goals, and client advocacy. The incumbent will be the primary point of contact within Merrill for addressing all service needs of clients. Responsibilities Provides excellent client service by educating them on all banking offerings. Ensures timeliness, accuracy, and completeness of client materials and follows up on client and FA requests. Assists in ensuring practices align with Merrill’s policies and procedures, supporting operational excellence, client protection, and risk management. Identifies, deepens, and maintains client relationships, promoting Merrill’s banking offerings and integration into daily practice, and communicates outcomes to the FA. Supports day‑to‑day team activities, covering roles during absences or seasonal increases, while maintaining a client‑first mindset. Required Qualifications Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series 63 and 65 accepted in lieu of 66); if not currently held, must be obtained within a specified timeframe. Possesses advanced industry knowledge and an understanding of investment products. Is an enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results. Demonstrates a client‑centric mindset, always acting in the best interest of the client. Has the ability to learn and adapt to new information and technology platforms. Desired Qualifications 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 evolving responsibilities. 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. Demonstrates professional verbal and written communication skills. Skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Administrative Services Referral Identification Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Legal Restrictions The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. #J-18808-Ljbffr