Wealth Management Client Advocate & Ops Specialist

Miami Neuroscience Institute Baptist Health South Florida; Florida; On-site; USD 60,000 - 85,000; Full time

Job summary

Merrill Wealth Management in the United States is seeking a Registered Wealth Management Client Associate to provide dedicated operational and sales support to multiple Financial Advisors. This role will often be the main point of contact for established clients, with full registration (Series 7, 63, 65, & 66).

Partial registration may be considered. Responsibilities include client service, material accuracy, risk management, and collaboration with advisors to expand client relationships.

Qualifications

• Must have FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Strong knowledge of investment products and client-centric mindset.
• Proactive, motivated self-starter with focus on results.

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.
• Supports operational excellence, risk management, and policy alignment.
• Identifies, deepens, and maintains client relationships through bank offerings and collaboration with the FA.
• Supports day-to-day team activities and coverage during absences or peak times.

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management in the United States is seeking a Registered Wealth Management Client Associate to provide dedicated operational and sales support to multiple Financial Advisors. This role will often be the main point of contact for established clients, with full registration (Series 7, 63, 65, & 66).

Partial registration may be considered. Responsibilities include client service, material accuracy, risk management, and collaboration with advisors to expand client relationships.