Wealth Management Client Advocate

ghr; Rancho Santa Fe (CA); On-site; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support Financial Advisors and serve as the primary contact for clients. You will assist with service delivery, documentation, and risk-aware processes within a collaborative team in a California office.

The role requires a client-centric approach, quick learning, and a proactive work ethic. Onsite collaboration and ongoing professional growth are emphasized.

Qualifications

• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic self-starter with a strong work ethic and results focus.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading 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 Financial Advisors and serve as the primary contact for clients. You will assist with service delivery, documentation, and risk-aware processes within a collaborative team in a California office.

The role requires a client-centric approach, quick learning, and a proactive work ethic. Onsite collaboration and ongoing professional growth are emphasized.