Wealth Management Client Advocate

National Black MBA Association; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors by coordinating client requests, maintaining accurate materials, and promoting the bank's offerings. This role emphasizes a client-first mindset and proactive service within an enterprise environment.

The ideal candidate will have licenses in FINRA SIE, Series 7, and Series 66 or be willing to obtain them, plus strong communication skills, relationship development, and comfort with technology

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted) licenses required or must be obtained within specified timeframe.
• Strong knowledge of investment products and industry practices.
• Client-centric mindset with focus on delivering results.
• Proactive learner with ability to adapt to new technology platforms.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients through education on bank offerings and services.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on requests.
• Maintain alignment with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships while communicating outputs to Financial Advisors.
• Cover team roles during absences or peak periods 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 Associate to support multiple Financial Advisors by coordinating client requests, maintaining accurate materials, and promoting the bank's offerings. This role emphasizes a client-first mindset and proactive service within an enterprise environment.

The ideal candidate will have licenses in FINRA SIE, Series 7, and Series 66 or be willing to obtain them, plus strong communication skills, relationship development, and comfort with technology