Wealth Management Client Associate

Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill is one of the largest businesses of its kind in the world specializing in goals‑based wealth management. Key Responsibilities Provide client service support to multiple Financial Advisors (FAs). Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business. Serve as the most frequent point of contact within Merrill to address all service needs of their clients. Provide excellent client service by educating clients on all banking products and offerings. Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests. Assist with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk. Identify, deepen, and maintain client relationships through emphasizing the bank's offerings and promoting integration of banking into day‑to‑day practices, while communicating outputs to the FA. Support day‑to‑day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client‑first mindset. Required Qualifications High School Diploma / GED / Secondary School or equivalent. Self‑starter with strong work ethic and intense 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. Desired Qualifications Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66). Industry knowledge and understanding of investment products. 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 changing responsibilities. Detail oriented. Commitment to continuous learning and professional growth. Sound judgment and discretion with sensitive information. Proficient with Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written communication skills. Position Details Shift: 1st shift (United States); Hours per week: 37.5; Pay range: $25.00‑$44.00 hourly, inclusive of discretionary incentive eligible and annual discretionary plan eligibility. Benefits Eligible for benefits program, including paid time off, and support from the company to sustain growth. Possibility to participate in the annual discretionary plan. Internal employees currently working from home are eligible to apply, but may be required to work onsite per workplace policy. #J-18808-Ljbffr