Private Wealth Client Associate – In-Office Growth

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

Benefits offered by this job

Benefits eligible

Annual discretionary plan

Paid time off

Job summary

Merrill Wealth Management in New York City is seeking a Client Service Associate to support multiple Financial Advisors. You will serve as the primary point of contact for clients, coordinate service requests, and help deliver customized banking and investment solutions.

The role emphasizes accuracy, responsiveness, and risk-awareness, with a focus on client advocacy, onboarding, and maintaining compliant, high-quality client materials.

Qualifications

• Experience delivering high-quality client service and solutions.
• Ability to operate in a fast-paced environment with changing responsibilities.
• Strong attention to detail and risk awareness.
• Excellent verbal and written communication skills.

Responsibilities

• Provides excellent Client Service to clients through educating them on bank offerings.
• Ensures timeliness and accuracy of client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships, promoting banking solutions to FAs.
• Supports day-to-day team activities and coverage needs with a client-first mindset.

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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management in New York City is seeking a Client Service Associate to support multiple Financial Advisors. You will serve as the primary point of contact for clients, coordinate service requests, and help deliver customized banking and investment solutions.

The role emphasizes accuracy, responsiveness, and risk-awareness, with a focus on client advocacy, onboarding, and maintaining compliant, high-quality client materials.