Wealth Management Client Associate

Job Description

This role is responsible for providing client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on client needs. The primary goal is to serve as the main point of contact within Merrill to address all client service needs.

Responsibilities

1. Provide excellent client service by educating clients on the bank's services and offerings.
2. Ensure timeliness, accuracy, and completeness in client materials and follow up on all requests from clients and FAs.
3. Align practices with bank policies and procedures to support operational excellence, protect clients, and manage risks.
4. Identify, deepen, and maintain client relationships by promoting the bank's offerings and integrating banking into daily practices, while communicating outputs to the FA.
5. Support daily team activities, including covering roles during absences or seasonal increases, with a client-first approach.

Skills

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral and Written Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

First shift (United States of America)

Hours Per Week

19.5