Wealth Management Client Associate

Job Overview Merrill Wealth Management is looking for a client service role to support multiple Financial Advisors. The position focuses on client advocacy, operational excellence, and ensuring a seamless service experience for clients. Responsibilities Provide excellent client service through education on bank offerings. Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests. Assist with practice alignment to bank policies and procedures, supporting operational excellence, client protection, and risk management. Identify, deepen, and maintain client relationships by promoting banking integration and communicating results to the FA. Support day‑to‑day team activities, including covering roles during absences or seasonal demand while leading with a client‑first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results. 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 pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63/65 accepted in lieu of 66). Industry knowledge and understanding of investment products. Experience working with clients, fulfilling needs, delivering complex solutions, and providing an excellent client experience. Comfortable operating in a fast‑paced environment with evolving responsibilities. Detail oriented, committed to continuous learning and professional growth. Exhibits sound judgment and discretion with sensitive information. Strong computer skills (Word, Excel, PowerPoint, Salesforce). Professional verbal and written communication skills. Bachelor’s degree or equivalent work experience. 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 High School Diploma / GED / Secondary School or equivalent. Shift and Hours 1st shift (United States of America), 37.5 hours per week. #J-18808-Ljbffr