Wealth Management Client Advocate

ghr; Evansville (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

Merrill Wealth Management is seeking a client services professional to support multiple Financial Advisors, providing stellar service and tailored solutions. You will be the primary Merrill contact for client needs, coordinating across teams to ensure accuracy and timely deliverables.

The role emphasizes relationship development, risk awareness, and a client-first mindset in a fast-paced banking environment. On-site work and collaboration are core elements.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Able to learn and adapt to new information and technology platforms.
• Desires ongoing professional growth and learning in wealth management services.
• Experience working with clients to deliver complex solutions and excellent service.
• Strong judgment and discretion when handling sensitive information.
• Proficient with Microsoft Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provides excellent client service to clients and supports FAs in servicing needs.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Aligns practices with bank policies to support risk management and compliance.
• Deepens client relationships and communicates outputs to the FA.
• Supports day-to-day team activities and covers roles as needed while staying client-focused.

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, providing stellar service and tailored solutions. You will be the primary Merrill contact for client needs, coordinating across teams to ensure accuracy and timely deliverables.

The role emphasizes relationship development, risk awareness, and a client-first mindset in a fast-paced banking environment. On-site work and collaboration are core elements.