Wealth Client Associate — Advisor Support & Banking Solutions

Jobtailor; New Jersey; On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill is seeking a client service associate to support Financial Advisors in delivering tailored banking and investment solutions in New Jersey. You will serve as the primary contact for client requests, educate clients on services, and help ensure timely, accurate client materials.

You will work in a fast-paced environment, maintain strong relationships, and continuously learn about products, policies, and platforms such as Salesforce and Microsoft Office to enhance client experiences.

Qualifications

• FINRA SIE, Series 7, Series 66 (63/65 accepted) required.
• Advanced knowledge of investment products and financial services.
• Client-centric mindset with focus on results and client experience.
• Ability to learn and adapt to new information and technology platforms.
• Experience working with clients, delivering complex solutions, and maintaining excellent client experience.
• Comfortable in a fast-paced environment with evolving responsibilities.
• Detail oriented with strong judgment and discretion.
• Proficient in Microsoft Office and Salesforce.
• Excellent verbal and written communication skills.
• High School Diploma or equivalent required.

Responsibilities

• Provide client service support to potentially multiple Financial Advisors.
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business.
• Customize solutions based on clients' specific needs.
• Serve as the most frequent point of contact within Merrill to address clients' service needs.
• Educate bank clients on the bank's service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials.
• Follow up on client and Financial Advisor requests.
• Help ensure practices align with bank policies and procedures.
• Support operational excellence, protect bank clients, and manage risk.
• Identify, deepen, and maintain client relationships.
• Promote incorporation of banking into clients' day-to-day practices and communicate outputs to the Financial Advisor.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal demand increases.

Skills

SIE

Series 7

Series 66

Client Relationship Management

Microsoft Office Suite

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Merrill is seeking a client service associate to support Financial Advisors in delivering tailored banking and investment solutions in New Jersey. You will serve as the primary contact for client requests, educate clients on services, and help ensure timely, accurate client materials.

You will work in a fast-paced environment, maintain strong relationships, and continuously learn about products, policies, and platforms such as Salesforce and Microsoft Office to enhance client experiences.