Wealth Management Client Advisor

NBMBAA; Los Angeles (CA); Presencial; USD 34.000 - 62.000; Tempo integral

Benefícios oferecidos por esta vaga

Discretionary incentive eligible

Annual discretionary plan

Resumo da vaga

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and clients with service requests and complex solutions. The role focuses on timely, accurate client materials and seamless interaction between clients and advisors.

Responsibilities include educating clients on the bank's services, maintaining risk controls, and supporting day-to-day team needs with a client-first mindset. Licensing timelines apply if required for registered roles.

Qualificações

• Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu).
• Licenses must be obtained if hired into a registered code.
• Demonstrates client-centric mindset and strong work ethic.

Responsabilidades

• Provides excellent Client Service to the bank's clients through educating them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence, risk management, and policy alignment.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Covers roles during absences or seasonal needs with a client-first mindset.

Conhecimentos

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

Formação

High School Diploma

Ferramentas

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Descrição da vaga

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and clients with service requests and complex solutions. The role focuses on timely, accurate client materials and seamless interaction between clients and advisors.

Responsibilities include educating clients on the bank's services, maintaining risk controls, and supporting day-to-day team needs with a client-first mindset. Licensing timelines apply if required for registered roles.