Hybrid Wealth Management Client Associate

Talentify; Lubbock (TX); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Job summary

Merrill Wealth Management is seeking a client service associate to support Financial Advisors. You will serve as the primary contact for clients, help address service needs, and coordinate with the FA to customize solutions.

The role emphasizes client-centric service, compliance with bank policies, and collaboration across teams. Strong communication and proficiency with Word, Excel, PowerPoint, and Salesforce are expected.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and focus on results.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients by educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures operations align with bank policies to support excellence and manage risk.
• Identifies and deepens client relationships, promoting bank offerings to the FA.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word, Excel, PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service associate to support Financial Advisors. You will serve as the primary contact for clients, help address service needs, and coordinate with the FA to customize solutions.

The role emphasizes client-centric service, compliance with bank policies, and collaboration across teams. Strong communication and proficiency with Word, Excel, PowerPoint, and Salesforce are expected.