Wealth Advisory Client Services Specialist

United States Digital Space LLC; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a dedicated Client Service Associate to support Financial Advisors, helping deliver personalized service and solutions to clients in a fast-paced environment.

In this in-office role, you will educate clients on banking and investment offerings, coordinate with the FA team, and help maintain effective client relationships while upholding policy and risk controls.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• This role provides client service support to multiple Financial Advisors, serving as a primary contact for clients.
• Addresses service needs, educates clients on offerings, and ensures timely, accurate materials.
• Supports enterprise objectives, operational excellence, and risk management within FA relationships.

Skills

Account Management

Client Management

Oral Communications

Written Communications

Business Development

Pipeline Management

Emotional Intelligence

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Office

Job description

Merrill Wealth Management is seeking a dedicated Client Service Associate to support Financial Advisors, helping deliver personalized service and solutions to clients in a fast-paced environment.

In this in-office role, you will educate clients on banking and investment offerings, coordinate with the FA team, and help maintain effective client relationships while upholding policy and risk controls.