Private Wealth Client Concierge & Support Specialist

Merrill; Florida; On-site; USD 42,000 - 66,000; Full time

Job summary

Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and Wealth Management Client Associates in delivering personalized service to clients. The role emphasizes enterprise objectives, operational excellence, and client advocacy within the FA’s business, with solutions tailored to each client’s needs.

The position requires a client-centric mindset, strong communication skills, and the ability to navigate banking and investment products.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
• Possesses advanced industry knowledge and an understanding of investment products
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading 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

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-focused professional to support Financial Advisors and Wealth Management Client Associates in delivering personalized service to clients. The role emphasizes enterprise objectives, operational excellence, and client advocacy within the FA’s business, with solutions tailored to each client’s needs.

The position requires a client-centric mindset, strong communication skills, and the ability to navigate banking and investment products.