Wealth Management Client Advisor

United States Digital Space LLC; Portage (MI); On-site; USD 50,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to provide exceptional client service to multiple Financial Advisors and their clients. The role focuses on supporting enterprise objectives, operational excellence, and client advocacy within the FA’s business, while tailoring solutions to client needs.

Key responsibilities include serving as the primary Merrill contact for client requests, maintaining accurate materials, and ensuring compliance with bank policies.

Qualifications

• Requires FINRA SIE, Series 7, and Series 66 (or 63/65) licenses; must obtain if not held
• Strong investment product knowledge and client-centric mindset
• Self-starter with a strong work ethic and results focus
• Ability to learn and adapt to new information and technology platforms
• Professional verbal and written communication skills

Responsibilities

• Provides excellent client service to Merrill Wealth clients and supports Financial Advisors
• Maintains timeliness and accuracy of client materials and fulfills requests
• Ensures adherence to policies to support risk management
• Expands client relationships by promoting Merrill offerings to FA contacts
• Supports daily team activities and covers roles during absences or peak times

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 is seeking a Client Service Associate to provide exceptional client service to multiple Financial Advisors and their clients. The role focuses on supporting enterprise objectives, operational excellence, and client advocacy within the FA’s business, while tailoring solutions to client needs.

Key responsibilities include serving as the primary Merrill contact for client requests, maintaining accurate materials, and ensuring compliance with bank policies.