Wealth Management Client Associate

Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Responsibilities Provide excellent client service to the bank's clients by educating them 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 Financial Advisor (FA) requests. Assist 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. Identify, deepen, and maintain client relationships through emphasizing the bank's offerings and promoting the 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 in times of absence or seasonal need increases, while leading with a client‑first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and 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. Is comfortable operating in a fast‑paced environment with changing and evolving responsibilities. Is detail oriented. Demonstrates a commitment to continuous learning and professional growth. Exhibits sound judgment and discretion when handling sensitive information. Has 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. Work Arrangement 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. Shift and Hours Shift: 1st shift (United States of America) Hours Per Week: 37.5 Privacy Statement Disability and Criminal History Disclaimer The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. #J-18808-Ljbffr