Wealth Management Client Advocate

National Black MBA Association; Philadelphia (Philadelphia County); Hybrid; USD 45,000 - 70,000; Full time

Job summary

Merrill Wealth Management is seeking a client service associate to provide support to multiple Financial Advisors. The role focuses on delivering exceptional client experiences, aligning with enterprise objectives, and promoting banking solutions within the advisory team.

You will act as a primary point of contact for clients, ensuring timely responses, accuracy, and proactive service while navigating a fast-paced financial services environment.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset; acts in client's best interest.
• Ability to learn and adapt to new information and technology platforms.
• Pursuing FINRA SIE, Series 7, and/or Series 66 (63/65 accepted)
• Experience working with clients, delivering complex solutions and excellent client experience.
• Comfortable in fast-paced environment with evolving responsibilities.

Responsibilities

• Provides excellent client service to clients through educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials; follows up on requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships; promotes bank offerings in day-to-day activities.
• Supports day-to-day team activities, covering roles during absences or peak periods.

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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a client service associate to provide support to multiple Financial Advisors. The role focuses on delivering exceptional client experiences, aligning with enterprise objectives, and promoting banking solutions within the advisory team.

You will act as a primary point of contact for clients, ensuring timely responses, accuracy, and proactive service while navigating a fast-paced financial services environment.