Private Wealth Client Relationship Leader

National Black MBA Association; Atlanta (GA); Hybrid; USD 42,000 - 68,000; Full time

Job summary

Merrill Wealth Management is seeking a Relationship Associate to support Financial Advisors in growing and protecting client relationships. You will handle non-administrative client requests, assist with meetings on investment strategy and account performance, and coordinate with specialists to deliver a seamless client experience.

The role emphasizes collaboration, accuracy, and proactive client service, with compliance requirements such as SAFE Act registration and Form ADV maintenance.

Qualifications

• Role supports Financial Advisor team for client onboarding and relationship management.
• Engages in client meetings related to investment strategy, account performance and market developments.
• May provide residential mortgage loan support and related SAFE Act considerations.
• Maintains Form ADV-2B and state registrations as required.
• Collaborates with portfolio managers and product specialists to support sales and service activities.

Responsibilities

• Identify and own the client onboarding process.
• Document client interactions and provide team with time sensitive updates.
• Execute on team service model.
• Assist in client book segmentation strategy with the team lead.
• Engage specialists/partners to address client needs.
• Identify and own client off boarding process.
• Attend client review meetings and capture notes in Salesforce.
• Monitor and report on client satisfaction and resolve escalations.

Skills

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a Relationship Associate to support Financial Advisors in growing and protecting client relationships. You will handle non-administrative client requests, assist with meetings on investment strategy and account performance, and coordinate with specialists to deliver a seamless client experience.

The role emphasizes collaboration, accuracy, and proactive client service, with compliance requirements such as SAFE Act registration and Form ADV maintenance.