Private Wealth Client Services Associate

NBMBAA; Spokane (WA); Hybrid; USD 34,000 - 62,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by handling client inquiries, educating clients on bank offerings, and maintaining accurate client materials.

The role requires FINRA SIE, Series 7, and Series 66 licenses (or equivalents) with a client-centric mindset and strong relationship skills. Onsite work is expected in alignment with Workplace Excellence policies.

Qualifications

• Licenses: FINRA SIE, Series 7, and Series 66 (63/65 accepted)
• Strong knowledge of investment products
• Self-starter with a strong work ethic and results focus
• Client-centric mindset; acts in the client’s best interests
• Ability to learn and adapt to new information and technology platforms

Responsibilities

• Provides excellent client service to clients by educating them on the bank’s offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Ensures activities align with bank policies to support risk management and excellence
• Identifies and deepens client relationships by promoting banking solutions
• Supports day-to-day team activities and covers roles during absences or seasonal needs

Skills

Client Management

Customer Service

Communication

Microsoft Office

Salesforce

Problem Solving

Attention to detail

Time management

Team collaboration

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by handling client inquiries, educating clients on bank offerings, and maintaining accurate client materials.

The role requires FINRA SIE, Series 7, and Series 66 licenses (or equivalents) with a client-centric mindset and strong relationship skills. Onsite work is expected in alignment with Workplace Excellence policies.