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. Job Overview This position is responsible for providing client service support to multiple Financial Advisors (FAs). The role serves as the most frequent point of contact within Merrill to address all service needs of their clients, supporting enterprise strategic objectives, operational excellence goals, and client advocacy. Responsibilities Provide excellent client service by educating clients on all bank services and banking offerings. Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests. Assist in aligning practices with bank policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting incorporation of banking into day‑to‑day practices, communicating outcomes to the FA. Support day‑to‑day team activities, including covering roles during absences or seasonal increases, 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. 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. 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 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 remain eligible to apply; however, onsite work may be required in accordance with the workplace excellence policy. Shift & Hours Shift: 1st shift (United States of America) Hours Per Week: 37.5 Compensation & Benefits Pay Range: $25.00 - $44.00 per hour, based on experience, education and skill set. Eligible for discretionary incentive based on individual performance. Benefits eligible; includes industry‑leading benefits, paid time off, resources, and support. #J-18808-Ljbffr