Private Wealth Client Associate: Advisor Support

United States Digital Space LLC; Houston (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients, delivering education on the bank's services and ensuring accurate client materials. The role emphasizes a client-first mindset, with adaptability to process updates and technology platforms.

Ideal candidates hold FINRA SIE, Series 7, and Series 66, and demonstrate strong knowledge of investment products, a proactive work ethic, and the ability to manage multiple priorities in a

Qualifications

• FINRA SIE, Series 7, and Series 66 (or 63/65) licensing.
• Strong knowledge of investment products.
• Client-centric mindset focused on results.
• Ability to learn new information and tech platforms.

Responsibilities

• Provide client service support to Financial Advisors and their clients.
• Educate clients on bank service offerings and banking products.
• Ensure timeliness and accuracy of client materials.
• Support risk management and alignment with bank policies.
• Act as a primary contact within Merrill to address service needs.

Skills

FINRA SIE

Series 7

Series 66

Industry knowledge

Client-focused

Adaptability

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients, delivering education on the bank's services and ensuring accurate client materials. The role emphasizes a client-first mindset, with adaptability to process updates and technology platforms.

Ideal candidates hold FINRA SIE, Series 7, and Series 66, and demonstrate strong knowledge of investment products, a proactive work ethic, and the ability to manage multiple priorities in a