Wealth Management Client Associate: Client Solutions Pro

Talentify

Raleigh

On-site

CAD 65,000 - 90,000

Full time

3 days ago

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Job summary

Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to deliver client service support to Financial Advisors and their clients in an in-office setting. You will collaborate with advisors to educate clients on bank offerings and ensure accurate, timely service responses.

The role emphasizes a client-centric approach, strong compliance with policies, and teamwork to cover peak times while supporting enterprise objectives.

Qualifications

Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
Understanding of investment products and markets.
Self-starter with a strong work ethic and results focus.
Client-centric mindset and primarily acting in the client’s best interest.
Ability to learn and adapt to new information and technology platforms.

Responsibilities

Provide excellent client service to Merrill Wealth Management clients and educate them on bank offerings.
Ensure timeliness and accuracy of client materials and follow up on FA requests.
Support adherence to bank policies to maintain operational excellence and manage risk.
Identify and deepen client relationships by promoting banking solutions through the FA.
Assist with day-to-day team activities and cover roles during absences or peak times.

Skills

Client service

Adaptability

Communication

Learning mindset

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

The role emphasizes a client-centric approach, strong compliance with policies, and teamwork to cover peak times while supporting enterprise objectives.

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