Private Wealth Client Associate

Job Description This job is responsible for providing client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. The role serves as the primary point of contact within Merrill to address all service needs of their clients. Responsibilities Provides excellent client service to the bank's clients by educating them on all of the bank’s service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests. Assists with ensuring practices align with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk. Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA. Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal 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. 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 understanding of investment products. 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 commitment to continuous learning and professional growth. Exhibits sound judgment and discretion when handling sensitive information. 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 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 1st shift (United States of America) Hours Per Week 37.5 #J-18808-Ljbffr