Wealth Management Client Advocate & Advisory Support

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; San Mateo (CA); On-site; CAD 49,000 - 86,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligibility

Paid time off

Job summary

Merrill Lynch, Pierce, Fenner & Smith Inc. is seeking a client service-oriented professional to support Financial Advisors and Wealth Management teams in servicing clients and delivering tailored banking and investment solutions.

The role emphasizes high-quality client interactions, collaboration within in-office teams, and adherence to risk controls while providing flexible, role-based work arrangements where applicable.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.
• FINRA SIE/Series 7/66 or equivalents are preferred or pursued.

Responsibilities

• Provides excellent client service to Merrill clients and educates them on bank offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships by promoting banking offerings to FAs.
• Supports day-to-day team activities, covering roles during absences or seasonal needs.

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 Lynch, Pierce, Fenner & Smith Inc. is seeking a client service-oriented professional to support Financial Advisors and Wealth Management teams in servicing clients and delivering tailored banking and investment solutions.

The role emphasizes high-quality client interactions, collaboration within in-office teams, and adherence to risk controls while providing flexible, role-based work arrangements where applicable.