Wealth Management Client Advocate

NBMBAA; Atlanta (GA); On-site; USD 48,000 - 64,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients in an in-office Atlanta setting. You will help address service needs, prepare materials, and promote client-focused solutions.

The role emphasizes collaboration, process adherence, and ongoing learning within a fast-paced wealth management environment. 37.5 hours/week, first shift in the United States.

Qualifications

• Requires strong client-focused mindset and service orientation.
• Experience analyzing client needs and delivering tailored solutions.
• Comfort with learning new technology platforms and processes.

Responsibilities

• Provide excellent client service to clients via Merrill Wealth Management team.
• Support enterprise objectives, operational excellence, and client advocacy for Financial Advisors.
• Ensure timeliness and accuracy of client materials and requests.

Skills

Client Management

Account Management

Oral Communications

Written Communications

Emotional Intelligence

Education

High School Diploma

Tools

Salesforce

Microsoft Office

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients in an in-office Atlanta setting. You will help address service needs, prepare materials, and promote client-focused solutions.

The role emphasizes collaboration, process adherence, and ongoing learning within a fast-paced wealth management environment. 37.5 hours/week, first shift in the United States.