Private Wealth Client Associate: Client Services Pro

Merrill; New York (NY); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Annual discretionary incentive

Job summary

Merrill Wealth Management is seeking a Client Service Specialist to support multiple Financial Advisors. The role focuses on delivering exceptional service, addressing client needs, and coordinating with the advisory team to implement tailored solutions.

You will serve as a primary point of contact for clients and help drive enterprise objectives. This on-site role operates in New York with a 37.5-hour work week.

Qualifications

• Demonstrates an enthusiastic, motivated work ethic and a client-centric mindset.
• Able to learn and adapt to new information and technology platforms.
• Strong communication skills and professional demeanor.

Responsibilities

• Provides excellent client service to Merrill clients and educates them on banking offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Supports adherence to policies and procedures to drive operational excellence and risk management.
• Identifies opportunities to deepen client relationships and promote bank offerings.
• Assists with day-to-day team activities and covers roles as needed while prioritizing client needs.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

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 Specialist to support multiple Financial Advisors. The role focuses on delivering exceptional service, addressing client needs, and coordinating with the advisory team to implement tailored solutions.

You will serve as a primary point of contact for clients and help drive enterprise objectives. This on-site role operates in New York with a 37.5-hour work week.