Wealth Management Client Advocate

NBMBAA; Houston (TX); On-site; USD 42,000 - 52,000; Full time

Job summary

Merrill Wealth Management is seeking a client service-focused professional in Houston to support Financial Advisors and client needs. This role emphasizes service excellence, risk awareness, and collaboration in an in-office setting.

You will educate clients on services, ensure timely materials, and help deepen client relationships while supporting daily team activities and coverage during absences. Strong communication skills are essential.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Shows ability to learn and adapt to new information and technology platforms.
• Experience or exposure to client-focused banking services is beneficial.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a client service-focused professional in Houston to support Financial Advisors and client needs. This role emphasizes service excellence, risk awareness, and collaboration in an in-office setting.

You will educate clients on services, ensure timely materials, and help deepen client relationships while supporting daily team activities and coverage during absences. Strong communication skills are essential.