Wealth Management Client Advisor

ghr; Indiana (PA); On-site; USD 40,000 - 60,000; Full time

Job summary

Merrill Wealth Management seeks a Client Services Associate to support Financial Advisors and provide exceptional service to clients in the United States.

The role focuses on timely, accurate client materials, risk-aware practices, and deepening client relationships by promoting the bank's offerings. FINRA SIE/Series licenses are desired; proficiency with Word, Excel, PowerPoint, and Salesforce is expected.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset; acts in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Management

Client Management

Customer 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management seeks a Client Services Associate to support Financial Advisors and provide exceptional service to clients in the United States.

The role focuses on timely, accurate client materials, risk-aware practices, and deepening client relationships by promoting the bank's offerings. FINRA SIE/Series licenses are desired; proficiency with Word, Excel, PowerPoint, and Salesforce is expected.