Wealth Management Client Associate

About the Role Merrill Wealth Management offers comprehensive wealth management and investment products for individuals, companies, and institutions. In this role, you will provide client service support to one or more Financial Advisors, ensuring exceptional client experience and supporting operational excellence. Responsibilities Provide excellent client service and educate clients on the bank’s services. Ensure timely, accurate, and complete client materials and follow up on all client and FA requests. Assist in aligning practices with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk. Build and maintain client relationships by promoting banking offerings and encouraging use in day‑to‑day practices. Support the team by covering roles during absences or seasonal needs, while maintaining a client‑first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results. Client‑centric mindset, acting in the best interest of the client. Ability to learn and adapt to new information and technology platforms. Desired Qualifications Holding or pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66). Industry knowledge and understanding of investment products. Experience working with clients, delivering complex solutions, and providing excellent client experience. Comfortable operating in a fast‑paced environment with evolving responsibilities. Detail oriented with sound judgment and discretion when handling sensitive information. Strong computer application skills – 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 Requirement High School Diploma / GED / Secondary School or equivalent. Shift 1st shift (United States of America). Hours Per Week 37.5 Notes Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy. #J-18808-Ljbffr