Private Wealth Client Associate — Client Advisory & Service

Merrill; New York (NY); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Merrill Wealth Management is seeking a client-focused professional to support Financial Advisors and Wealth Management Client Associates. You will educate clients on the bank's offerings, maintain accurate materials, and help grow client relationships while aligning with policies and risk controls.

The role emphasizes a client-centric mindset, the ability to adapt to new technologies, and strong communication skills. Office-based attendance is required with some flexibility based on role.

Qualifications

• FINRA SIE, Series 7 and Series 66 (or 63/65) licenses required or obtainable within a defined timeframe.
• Strong investment products knowledge and a client-centric mindset.
• Self-motivated with a strong work ethic and results focus.
• Ability to learn and adapt to new information and platforms.
• Experience delivering excellent client service and complex solutions.
• Detail oriented with a commitment to continuous learning.

Responsibilities

• Provide excellent client service educating clients on the bank's offerings.
• Ensure timeliness and accuracy of client materials and follow up on requests.
• Ensure practices align with bank policies to support excellence and manage risk.
• Identify and deepen client relationships, promoting banking solutions to FA.
• Support day-to-day team activities and cover roles as needed with a client-first mindset.

Skills

Client Management

Account Management

Customer Focus

Oral Communications

Written Communications

Business Development

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Client Solutions

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a client-focused professional to support Financial Advisors and Wealth Management Client Associates. You will educate clients on the bank's offerings, maintain accurate materials, and help grow client relationships while aligning with policies and risk controls.

The role emphasizes a client-centric mindset, the ability to adapt to new technologies, and strong communication skills. Office-based attendance is required with some flexibility based on role.