Registered Private Wealth Client Associate

Merrill Wealth Management, a leading provider of wealth management solutions, is seeking a Client Service Associate to support our Financial Advisors (FAs) and their clients. Role Summary Act as the primary point of contact for FA client service needs, delivering timely, accurate client materials and fostering relationship growth by integrating banking offerings. Responsibilities Provide excellent client service by educating clients on the bank’s 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 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 communicating outputs to the FA. Support day-to-day team activities and coverage during absences or seasonal needs, 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). Possesses advanced industry knowledge and an understanding of investment products. Enthusiastic, highly motivated self‑starter with strong work ethic and 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 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 responsibilities. Detail‑oriented, with 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 Office 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 Schedule Shift: 1st shift (United States of America); Hours per week: 37.5. Additional Information Internal employees currently working from home remain eligible to apply. If selected, onsite work may be required in accordance with the Workplace Excellence policy. #J-18808-Ljbffr