Wealth Management Client Associate

Job Overview Provide client service support to multiple Financial Advisors (FAs) within Merrill Wealth Management, serving as the primary point of contact for client and FA service needs, promoting banking solutions, and upholding operational excellence. Responsibilities Provides excellent client service by educating clients on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Assists 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. Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA. Supports day‑to‑day team activities and needs, including covering roles in times of absence or seasonal increases, while leading with a client‑first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and an 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 Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66). Possesses industry knowledge and an understanding of investment products. Has 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. 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 Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Employment Details Shift: 1st shift (United States) Hours per week: 37.5 Location: Lisle, IL – 3333 WARRENVILLE RD (IL9333) Pay range: $25.00 - $44.00 hourly (based on experience) Discretionary incentive eligible. Eligible to participate in annual discretionary plan. Must be willing to work onsite as required. Internal employees working from home are eligible to apply. Benefits This role is currently benefits eligible. Benefits include industry‑leading benefits and paid time off to support employees. Pay Transparency Pay and benefits information: Privacy Statement Privacy Statement: #J-18808-Ljbffr