Wealth Management Client Associate: Advisor Support

ghr; Greenwich; On-site; GBP 27,000 - 47,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors with client-centric service and tailored solutions. The role emphasizes education of clients on banking offerings, timely materials, and risk-aware practices within the FA's guidance.

You will be the main contact for client service needs, helping deepen relationships and coordinate with the advisory team while ensuring compliance with policies and procedures, in an in-office setting.

Qualifications

• FINRA securities licenses required or in progress.
• Strong client-centric service mindset and communication skills.
• Experience supporting financial advisors and client relationships.

Responsibilities

• Serve as the primary contact for clients on service needs.
• Support enterprise strategic objectives and operational goals.
• Assist with risk management and policy adherence.
• Cultivate client relationships and promote banking offerings.

Skills

Client Management

Account Management

Relationship Building

Sales Skills

Communication

Attention to Detail

Education

FINRA certifications (SIE, Series 7, Series 66 or 63/65)

Tools

Salesforce

MS Office (Word/Excel/PowerPoint)

Job description

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors with client-centric service and tailored solutions. The role emphasizes education of clients on banking offerings, timely materials, and risk-aware practices within the FA's guidance.

You will be the main contact for client service needs, helping deepen relationships and coordinate with the advisory team while ensuring compliance with policies and procedures, in an in-office setting.