Registered Wealth Management Client Associate

Job Overview Provide client service support to multiple Financial Advisors (FAs), ensuring enterprise strategic objectives, operational excellence, and client advocacy. Act as the primary point of contact within Merrill to address all service needs of clients and FAs. Responsibilities Provide excellent client service by educating clients on all of the bank’s services 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, promoting the bank’s offerings and incorporation of banking into day‑to‑day practices, while communicating outputs to the FA Support day‑to‑day team activities and needs, including covering roles during absence or seasonal increases, while leading with a client‑first mindset Required Qualifications Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66); if not held, must be obtained within a specified timeframe if being hired into a registered job code Possesses advanced industry knowledge and an understanding of investment products Is an 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 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 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 Shift and Hours 1st shift (United States of America) – 37.5 hours per week Location US – MD – Towson – 901 DULANEY VALLEY RD (MD7901) Pay Hourly rate $25.00 – $45.00, offers to be determined based on experience, education, and skill set. Discretionary incentive eligible. Eligible to participate in the annual discretionary plan. Benefits This role is benefits eligible, including industry‑leading benefits, paid time off, and resources and support to employees to make a genuine impact and contribute to sustainable growth. #J-18808-Ljbffr