Wealth Management Client Advisor

Merrill; Newport Beach (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management in Newport Beach, CA seeks a Client Service Associate to support Financial Advisors by addressing client needs, processing requests, and promoting bank offerings. This role emphasizes a client-first mindset, attention to risk, and collaboration with teams.

The position requires learning platforms like Salesforce, Word, Excel, and PowerPoint in a fast-paced, in-office setting with potential onsite requirements.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in client's best interest

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

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

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management in Newport Beach, CA seeks a Client Service Associate to support Financial Advisors by addressing client needs, processing requests, and promoting bank offerings. This role emphasizes a client-first mindset, attention to risk, and collaboration with teams.

The position requires learning platforms like Salesforce, Word, Excel, and PowerPoint in a fast-paced, in-office setting with potential onsite requirements.