Wealth Management Client Advocate

United States Digital Space LLC; Billings (MT); On-site; USD 42,000 - 64,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. The role focuses on delivering exceptional service, timely client materials, and risk-aware operations within a collaborative in-office environment.

Responsibilities include strengthening client relationships, promoting banking offerings, and ensuring accurate follow-up. Strong communication, adaptability, and tech proficiency are required to succeed in a fast-paced wealth management

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service to clients of Merrill Wealth Management.
• Ensure timeliness and accuracy in client materials and follow up on requests.
• Align practices with bank policies to support operational excellence and manage risk.
• Identify and deepen client relationships by promoting bank offerings.
• Support daily team activities and cover roles during absences, maintaining 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 or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. The role focuses on delivering exceptional service, timely client materials, and risk-aware operations within a collaborative in-office environment.

Responsibilities include strengthening client relationships, promoting banking offerings, and ensuring accurate follow-up. Strong communication, adaptability, and tech proficiency are required to succeed in a fast-paced wealth management