Registered Wealth Management Client Associate

Job Summary Merrill Wealth Management is a leading provider of wealth management and investment products and services. The role supports multiple Financial Advisors by providing client service support, addressing client needs, achieving operational excellence, and advocating for clients within the advisor's business. Responsibilities Provide excellent client service by educating clients on all banking offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor requests. Assist with ensuring practices align with banking policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships while promoting banking integration into day‑to‑day practices and communicating outcomes to the Financial Advisor. Support day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, with a client‑first mindset. Required Qualifications Hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (or Series 63 and 65 in lieu of 66). Possess advanced industry knowledge and an understanding of investment products. Be an enthusiastic, highly motivated self‑starter with a strong work ethic and an intense focus on results. Demonstrate a client‑centric mindset, always acting in the best interest of the client. Have the 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 and evolving responsibilities. Detail oriented with excellent communication skills. Committed to continuous learning and professional growth. Exhibit sound judgment and discretion when handling sensitive information. Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Demonstrate 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 currently working from home are eligible to apply but may be required to work onsite upon selection. Shift 1st shift (United States of America) Hours Per Week 37.5 Benefits Pay range: $25.00 – $45.00 per hour, determined by experience, education, and skill set. Role is eligible to participate in an annual discretionary plan based on performance. This role is benefits eligible and provides industry‑leading benefits, paid time off, and resources to support employee growth and community impact. #J-18808-Ljbffr