Wealth Management Client Associate

About the Role Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This position is responsible for providing client service support to one or more Financial Advisors (FAs). You will act as the primary point of contact within Merrill, addressing all service needs of clients and supporting enterprise strategic objectives, operational excellence, and client advocacy. Responsibilities Serve as the most frequent point of contact for FAs and their clients to address all service needs. Provide excellent client service by educating clients on the bank’s service and banking offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests. Assist in ensuring practices align with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by promoting the bank’s offerings and encouraging integration of banking into day‑to‑day practices, while communicating outcomes to the FA. Support 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 a strong work ethic and a 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 understanding of investment products. Experience working with clients, fulfilling needs quickly, delivering complex solutions, and providing an excellent client experience. Comfortable operating in a fast‑paced environment with changing responsibilities. Detail oriented, continuous learner, and professional in judgment and discretion with sensitive information. Strong computer skills, including Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written communication skills. Key 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 High School Diploma / GED / Secondary School or equivalent. Position Details Shift: 1st shift (United States of America) Hours per week: 37.5 Compensation & Benefits Pay range: $25.00 – $44.00 per hour, determined based on experience, education, and skill set. Eligible for an annual discretionary incentive plan and benefits including industry‑leading benefits, paid time off, and additional resources and support. #J-18808-Ljbffr