Wealth Management Client Advocate

ghr; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management is recruiting a Client Service Associate to support multiple Financial Advisors, act as a primary client contact, and help deliver tailored banking and investment solutions. The role emphasizes service excellence, process adherence, and risk-aware client advocacy.

The position focuses on servicing clients, maintaining strong communications, and collaborating with advisory teams in a fast-paced, client-centric environment.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn new information and technology platforms.
• Experience serving clients in a bank or wealth management setting.

Responsibilities

• Provide excellent client service and educate clients on bank services.
• Ensure timely, accurate client materials and respond to FA requests.
• Align practices with bank policies to support risk management.
• Deepen client relationships and promote banking solutions to clients via the FA.
• Cover team needs and maintain a client-first mindset during absences.

Skills

Account management

Client management

Customer focus

Issue management

Oral communications

Business development

Client solutions

Pipeline management

Prioritization

Administrative services

Emotional intelligence

Referral identification

Written communications

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is recruiting a Client Service Associate to support multiple Financial Advisors, act as a primary client contact, and help deliver tailored banking and investment solutions. The role emphasizes service excellence, process adherence, and risk-aware client advocacy.

The position focuses on servicing clients, maintaining strong communications, and collaborating with advisory teams in a fast-paced, client-centric environment.