Registered Wealth Management Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm specializes in goal‑based wealth management, helping clients plan for retirement, education, legacy, and other life goals through investment advice and banking convenience. Wealth Management Client Associates work closely with Financial Advisors to support client relationships and deliver customized solutions. The role requires strong client‑centric communication and the ability to operate in a fast‑paced, collaborative environment. Responsibilities Provide excellent client service and educate clients on the bank’s offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all requests. Assist in maintaining practice alignment with policies and procedures to support operational excellence and risk management. Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting banking integration. Support day‑to‑day team activities, including covering roles during absences or seasonal increases, while maintaining a client‑first mindset. Required Qualifications Hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (Series 63/65 accepted in lieu of 66). If licenses are not held, they must be obtained within a specified timeframe when hired into a registered job code. Possess advanced industry knowledge and understanding of investment products. Be an enthusiastic, highly motivated self‑starter with a strong work ethic and an intense focus on results. Demonstrate a client‑centric mindset, always acting in the best interest of the client. Show ability to learn and adapt to new information and technology platforms. Desired Qualifications Experience working with clients, quickly fulfilling their needs, and delivering complex solutions. Comfortable operating in a fast‑paced environment with evolving responsibilities. Detail‑oriented and demonstrates 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 Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Work Arrangement Internal employees currently working from home are eligible to apply. Selected candidates may be required to work onsite in accordance with workplace policy. Shift 1st shift (United States of America) Hours Per Week 37.5 #J-18808-Ljbffr