Registered Wealth Management Client Associate

Position Overview The Registered Wealth Management Client Associate role is a sales support position, providing dedicated operational and sales support to multiple Financial Advisors. Incumbents also support office initiatives in addition to the business of a particular Financial Advisor. For established clients, the Client Associate often serves as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered. Responsibilities Work with highly affluent clients Lead end-to-end onboarding and maintenance activities for new and existing clients Provide products and services to each client, working with cross line of business partners Use creativity to tackle complex problems and manage client servicing requests and account maintenance Use multiple communication methods to ensure a consistent and exceptional client service experience Act as a key team member leading our clients’ digital experience with the firm Create ease of access and interaction while protecting privacy and security Find opportunities to innovate every day Qualifications Currently hold Series 7 & 66 or 63/65; 2+ years post high school education and/or 4+ years of professional or relevant internship experience Undergraduate degree a plus Foundational knowledge of investment and banking products Energetic individual that is self‑motivated, coachable, and flexible in thought Enjoys a fast‑paced environment with changing and evolving responsibilities Detail oriented Invested in personal development Consistently pursues client experience excellence; works quickly to fulfill client needs delivering complex solutions Frequent communication and an abundance of discretion with sensitive information Microsoft Word, Excel and PowerPoint experience; Salesforce a plus Professional verbal and written communication skills Schedule & Compensation Shift: 1st shift (United States of America) Hours Per Week: 37.5 Privacy Statement: #J-18808-Ljbffr