Wealth Management Client Advocate

ghr; New York (NY); On-site; USD 34,000 - 62,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors by delivering exceptional client service and customized banking and investment solutions.

Based in New York, the role emphasizes timely, accurate client materials, risk mitigation, and deepening relationships while educating clients on the bank's offerings and ensuring alignment with firm policies and procedures.

Qualifications

• FINRA SIE, Series 7 and Series 66 licenses required or must be obtained within specified timeframe.
• Strong knowledge of investment products and capital markets.
• Demonstrates client-centric mindset and results-driven work ethic.
• Ability to learn new platforms and adapt to change.

Responsibilities

• Provides excellent client service to Merrill's clients through education on banking and investment offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with bank policies to support risk management and operational excellence.
• Identifies and deepens client relationships by promoting bank offerings to advisory teams.
• Supports day-to-day team activities, covering roles in absence or peak periods.

Skills

Client service excellence

Relationship management

Communications skills

Team support

Education

FINRA SIE

Series 7

Series 66

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors by delivering exceptional client service and customized banking and investment solutions.

Based in New York, the role emphasizes timely, accurate client materials, risk mitigation, and deepening relationships while educating clients on the bank's offerings and ensuring alignment with firm policies and procedures.