Wealth Management Client Advocate

United States Digital Space LLC; Chesterfield (MO); On-site; USD 52,000 - 70,000; Full time

Job summary

Merrill Wealth Management is seeking a client services professional to support multiple Financial Advisors, delivering outstanding service to clients and addressing requests promptly. You will be the primary contact within Merrill to address service needs and coordinate client materials.

Responsibilities include educating clients on bank services, ensuring accuracy, and maintaining risk controls while promoting the bank’s offerings.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
• Customer-focused with strong communication and problem-solving abilities.
• Familiarity with financial services and adapting to technology platforms.

Responsibilities

• Provides excellent Client Service to clients through educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence, aligns with policies, and manages risk.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and coverage during absences or seasonal needs.

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 services professional to support multiple Financial Advisors, delivering outstanding service to clients and addressing requests promptly. You will be the primary contact within Merrill to address service needs and coordinate client materials.

Responsibilities include educating clients on bank services, ensuring accuracy, and maintaining risk controls while promoting the bank’s offerings.