Wealth Management Client Associate

Job Overview This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence, and client advocacy within the FA's business. The incumbent serves as the most frequent point of contact within Merrill to address all service needs of the FA’s clients. Key Responsibilities Provides excellent client service to banks’ clients by educating them on all of the bank's services and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests. Assists with ensuring practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships through emphasizing bank offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outcomes to the FA. Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, while leading with a client‑first mindset. Required Qualifications Enthusiastic, highly motivated 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), Series7, and/or Series66 (63 and65 accepted in lieu of66). Industry knowledge and an 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 and evolving responsibilities. Detail oriented. Commitment to continuous learning and professional growth. Sound judgment and discretion when handling sensitive information. Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written communication skills. Skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management PrioritizationAdministrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education High School Diploma / GED / Secondary School or equivalent. Work Details Shift: 1st shift (United States of America) Hours per week: 37.5 Compensation Hourly pay: $25.00 – $44.00, based on experience, education and skill set. Discretionary incentive eligible. Annual discretionary award based on overall performance. Benefits This role is benefits eligible and includes industry‑leading benefits, access to paid time off, and support for physical, emotional, and financial well‑being. #J-18808-Ljbffr