Wealth Management Client Advocate

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

Benefits offered by this job

Annual discretionary bonus

Industry-leading benefits

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, delivering tailored solutions and exceptional client experiences. You will serve as the primary Merrill contact for client needs, ensuring timely, accurate materials and strong relationship management.

The role emphasizes client-centric service, adaptability to new platforms, and teamwork in a fast-paced environment with onsite requirements.

Qualifications

• Demonstrates a client-centric mindset with focus on client needs.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic self-starter with strong work ethic and results orientation.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients and address service needs.
• Ensure accuracy and timeliness of 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 bank offerings to clients and FAs.
• Support day-to-day team activities and cover roles during absences or peak periods.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Written Communications

Administrative Services

Emotional Intelligence

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, delivering tailored solutions and exceptional client experiences. You will serve as the primary Merrill contact for client needs, ensuring timely, accurate materials and strong relationship management.

The role emphasizes client-centric service, adaptability to new platforms, and teamwork in a fast-paced environment with onsite requirements.