Wealth Management Client Advocate

National Black MBA Association; Provo (UT); On-site; USD 50,000 - 70,000; Full time

Job summary

Merrill Wealth Management is a leading provider of wealth management and investment services, delivering goals-based planning and guidance through advisory teams. This role focuses on client service support to multiple Financial Advisors, aiming to address client needs and drive operational excellence within the FA's business.

The position emphasizes client advocacy, relationship building, and collaboration, with a strong emphasis on accuracy, compliance, and risk management in daily activities.

Qualifications

• Is enthusiastic, highly motivated with a strong work ethic and results focus.
• Demonstrates a client-centric mindset and acts in clients' best interests.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients through educating them on the bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and steps in during absence or peak times with a client-first mindset.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is a leading provider of wealth management and investment services, delivering goals-based planning and guidance through advisory teams. This role focuses on client service support to multiple Financial Advisors, aiming to address client needs and drive operational excellence within the FA's business.

The position emphasizes client advocacy, relationship building, and collaboration, with a strong emphasis on accuracy, compliance, and risk management in daily activities.