Wealth Management Client Advocate

United States Digital Space LLC; Columbus (OH); On-site; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management seeks a client service-focused professional to support Financial Advisors and their clients in Columbus, OH. This role emphasizes accurate client materials, timely responses, and strong risk awareness while representing the bank’s offerings.

The successful candidate will excel in a fast-paced, client-centric environment, leveraging expertise in Microsoft Office and Salesforce to deliver superior service and build lasting client relationships.

Qualifications

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

Responsibilities

• Provide excellent client service to clients through educating them on banking offerings.
• Ensure timeliness and accuracy in client materials and follow up on requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships by promoting banking offerings to clients and FAs.
• Cover team needs during absences or peak periods with a client-first mindset.

Skills

Account Management

Client Management

Oral Communications

Written Communications

Administrative Services

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Merrill Wealth Management seeks a client service-focused professional to support Financial Advisors and their clients in Columbus, OH. This role emphasizes accurate client materials, timely responses, and strong risk awareness while representing the bank’s offerings.

The successful candidate will excel in a fast-paced, client-centric environment, leveraging expertise in Microsoft Office and Salesforce to deliver superior service and build lasting client relationships.