Wealth Management Client Advisor

United States Digital Space LLC; Reston (VA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits package

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors in delivering exceptional client service and relationship management. You will help coordinate materials, address client requests, and contribute to enterprise objectives while ensuring compliance with bank policies.

The role emphasizes client-first service, accuracy, and timely delivery, with on-site duties in Reston, VA.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Ability to learn and adapt to new information and technology platforms
• Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (63/65 accepted in lieu of 66)
• Possesses industry knowledge and an understanding of investment products
• Experience working with clients, delivering complex solutions and excellent client experiences
• Comfortable in a fast-paced environment with evolving responsibilities
• Detail oriented
• Commitment to continuous learning and professional growth
• Sound judgment and discretion with sensitive information
• Strong Microsoft Word, Excel, PowerPoint and Salesforce skills
• Professional verbal and written communication skills

Responsibilities

• Provides excellent Client Service to the bank's clients by educating them on all bank services
• Ensures timely, accurate, and complete client materials and follows up on all client and FA requests
• Ensures practices align with bank policies to support operational excellence, protect clients and manage risk
• Identifies and deepens client relationships by promoting banking offerings in day-to-day work with the FA
• Supports day-to-day team activities and covers roles during absences or peak periods 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 / GED

Job description

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors in delivering exceptional client service and relationship management. You will help coordinate materials, address client requests, and contribute to enterprise objectives while ensuring compliance with bank policies.

The role emphasizes client-first service, accuracy, and timely delivery, with on-site duties in Reston, VA.