Private Wealth Client Concierge

Merrill; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors with client relations, service delivery, and solution customization. You will ensure timely materials, adherence to policies, and proactive client advocacy within the FA team.

The role emphasizes a client-first mindset, strong communication, and ability to operate in a fast-paced environment while maintaining accuracy and efficiency. This position is office-based with collaboration across departments.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.
• Pursuing or holding FINRA SIE/Series 7/Series 66 licenses.
• Knowledge of investment products and client servicing experience.
• Comfortable in a fast-paced environment with evolving responsibilities.
• Detail oriented with commitment to continuous learning.
• Discretion handling sensitive information and sound judgment.
• Strong MS Office and Salesforce skills; proficient written and verbal communication.

Responsibilities

• Provides excellent client service to clients via the bank's offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with bank policies to support risk management.
• Identifies and deepens client relationships, promoting banking solutions with FAs.
• Supports day-to-day team activities and steps in during absences with a client-first mindset.

Skills

Self-motivation

Client-centric mindset

Adaptability

Learning attitude

Strong work ethic

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Written communication

Oral communication

Account management

Client management

Education

High School Diploma / GED / Secondary School or equivalent

FINRA SIE / Series 7 / Series 66 (63/65 accepted in lieu of 66)

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors with client relations, service delivery, and solution customization. You will ensure timely materials, adherence to policies, and proactive client advocacy within the FA team.

The role emphasizes a client-first mindset, strong communication, and ability to operate in a fast-paced environment while maintaining accuracy and efficiency. This position is office-based with collaboration across departments.