Wealth Management Client Advisor

ghr; Chicago (IL); On-site; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management is seeking a client service support professional to assist multiple Financial Advisors, focusing on enterprise objectives, operational excellence, and client advocacy while tailoring solutions to client needs. You will be the primary Merrill contact for service requests from clients.

Role emphasizes a client-first approach, collaboration with FAs, and adherence to bank policies to protect clients and ensure risk management, with on-site work as needed.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset; acts in the client’s best interest.
• Able to learn and adapt to new information and technology platforms.
• Pursuing/holds FINRA SIE, Series 7 and/or Series 66 (63/65 accepted).
• Industry knowledge of investment products and experience serving clients.
• Experience delivering complex solutions and ensuring strong client experience.
• Comfortable in a fast-paced environment with changing responsibilities.
• Detail oriented and committed to continuous learning.
• Sound judgement with discretion for sensitive information.
• Strong MS Word/Excel/PowerPoint and Salesforce skills.

Responsibilities

• Provides excellent client service to bank clients and educates on offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences 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

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service support professional to assist multiple Financial Advisors, focusing on enterprise objectives, operational excellence, and client advocacy while tailoring solutions to client needs. You will be the primary Merrill contact for service requests from clients.

Role emphasizes a client-first approach, collaboration with FAs, and adherence to bank policies to protect clients and ensure risk management, with on-site work as needed.