Wealth Management Client Advocate

Stars and Stripes; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management in Chicago is seeking a client service-oriented professional to support Financial Advisors and client activities. You will educate clients on banking offerings, ensure accuracy in materials, and help maintain strong client relationships while promoting risk-aware practices.

The role emphasizes in-office collaboration, a client-first mindset, and adaptability across changing requests. Experience with MS Office and Salesforce is valued within a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent work experience.
• 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.
• Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

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

Bachelor's degree or equivalent

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Job description

Merrill Wealth Management in Chicago is seeking a client service-oriented professional to support Financial Advisors and client activities. You will educate clients on banking offerings, ensure accuracy in materials, and help maintain strong client relationships while promoting risk-aware practices.

The role emphasizes in-office collaboration, a client-first mindset, and adaptability across changing requests. Experience with MS Office and Salesforce is valued within a fast-paced environment.