Wealth Management Client Advocate

United States Digital Space LLC; Franklin (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

Merrill Wealth Management seeks a Client Services professional to support Financial Advisors, ensuring timely client materials, responsive service, and strong relationship management. The role emphasizes adherence to policies, risk control, and delivering tailored banking and investment solutions.

The successful candidate will demonstrate client-centric thinking, adaptability to new platforms, and the ability to operate in a fast-paced environment while maintaining meticulous attention to detail.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Client-centric mindset and best interests of clients.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients of Merrill Wealth Management.
• Ensures timely, accurate client materials and follows up on requests.
• Supports operational excellence, risk management, and alignment with bank policies.
• Identifies and deepens client relationships by promoting offerings to clients and FAs.
• Assists with day-to-day team activities and acts with 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 / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management seeks a Client Services professional to support Financial Advisors, ensuring timely client materials, responsive service, and strong relationship management. The role emphasizes adherence to policies, risk control, and delivering tailored banking and investment solutions.

The successful candidate will demonstrate client-centric thinking, adaptability to new platforms, and the ability to operate in a fast-paced environment while maintaining meticulous attention to detail.