Wealth Management Client Advocate

Merrill; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and Wealth Management Client Associates. You will be the primary contact for client requests, ensuring timely, accurate service and policy adherence.

You will deepen client relationships by presenting Merrill offerings, coordinating with the FA team, and handling day-to-day activities with a client-first mindset. Proficiency in Microsoft Office and Salesforce is essential.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Able to learn and adapt to new information and technology platforms.
• Experience serving clients in a financial services environment preferred.

Responsibilities

• Provides excellent client service to Merrill clients and FA teams.
• Ensures timely, accurate, and complete client materials and requests.
• Ensures practices align with bank policies to support risk management.
• Identifies, deepens, and maintains client relationships through Merrill offerings.
• Supports day-to-day team activities and coverage in times of absence or demand.

Skills

Client Service

Relationship Management

Adaptability

Education

Bachelor's Degree

FINRA SIE/Series 7/66

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and Wealth Management Client Associates. You will be the primary contact for client requests, ensuring timely, accurate service and policy adherence.

You will deepen client relationships by presenting Merrill offerings, coordinating with the FA team, and handling day-to-day activities with a client-first mindset. Proficiency in Microsoft Office and Salesforce is essential.