Wealth Management Client Advocate

National Black MBA Association; Upper Arlington, Northern (OH, KY); Hybrid; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management is seeking a service-focused professional to provide client service support to multiple Financial Advisors in the Columbus area. You will address service needs, coordinate client materials, and help maintain alignment with bank policies while delivering a solutions-oriented experience.

The role emphasizes a client-first mindset, strong communication skills, and proficiency with Word, Excel, PowerPoint, and Salesforce.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

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 (FA) 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 service-focused professional to provide client service support to multiple Financial Advisors in the Columbus area. You will address service needs, coordinate client materials, and help maintain alignment with bank policies while delivering a solutions-oriented experience.

The role emphasizes a client-first mindset, strong communication skills, and proficiency with Word, Excel, PowerPoint, and Salesforce.