Wealth Management Client Advocate

Talentify; San Mateo; On-site; PHP 4,499,698,000 - 7,919,469,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Merrill Wealth Management is seeking a Client Service role focused on delivering exceptional client support within the advisory team. You will assist multiple Financial Advisors, coordinate service delivery, and advocate for clients while aligning with enterprise objectives.

The role emphasizes a client-first mindset, strong communication skills, and the ability to work in a fast-paced environment with evolving responsibilities. In-office culture is highlighted with flexibility.

Qualifications

• High School Diploma or equivalent required.
• Client-focused approach and ability to educate clients on bank services.
• Willingness to learn new information and technology platforms.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients.
• Ensure timely, accurate, and complete client materials; follow up on requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships through bank offerings.
• Support day-to-day team activities and cover roles as needed.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service role focused on delivering exceptional client support within the advisory team. You will assist multiple Financial Advisors, coordinate service delivery, and advocate for clients while aligning with enterprise objectives.

The role emphasizes a client-first mindset, strong communication skills, and the ability to work in a fast-paced environment with evolving responsibilities. In-office culture is highlighted with flexibility.