Wealth Management Client Advocate

Sacbar; Newport Beach, Northern (CA, KY); Hybrid; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, delivering tailored solutions and responsive service to clients in a fast-paced environment.

You will educate clients on banking and investment offerings, coordinate materials, and maintain strong, trusted relationships with both clients and advisors. This role emphasizes accuracy, timeliness, and prudent risk handling.

Qualifications

• Enthusiastic self-starter with strong work ethic and results orientation.
• Client-centric mindset, always acting in the client's best interest.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service to the bank's clients and educate them on offerings.
• Ensure timeliness and accuracy of client materials; follow up on requests.
• Align practices with bank policies to support risk management and operational excellence.
• Deepen client relationships by promoting bank offerings and communicating with the FA.
• Support day-to-day team activities, covering roles during absences 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, delivering tailored solutions and responsive service to clients in a fast-paced environment.

You will educate clients on banking and investment offerings, coordinate materials, and maintain strong, trusted relationships with both clients and advisors. This role emphasizes accuracy, timeliness, and prudent risk handling.