Wealth Management Client Associate

ghr; Northbrook (IL); On-site; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management is seeking an Executive Assistant to support multiple Financial Advisors, manage complex calendars, and coordinate client services. The role emphasizes client-centric service, operational excellence, and proactive administration to enable advisors to focus on client outcomes.

The ideal candidate will have strong communication skills, experience with Salesforce, and the ability to adapt in a fast-paced environment. On-site role in Northbrook, IL with standard hours.

Qualifications

• Requires strong client-centric mindset and self-motivated work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Experience or pursuing FINRA SIE, Series 7, and/or Series 66 is preferred.
• Knowledge of investment products and client service experience is a plus.

Responsibilities

• Provides excellent client service and educates clients on bank offerings.
• Ensures timely, accurate, and complete client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Deepens client relationships and promotes banking solutions in day-to-day activities.
• Supports day-to-day team activities and acts with a client-first mindset.
• Provide proactive executive support by managing a complex calendar and screening requests.
• Drive communication by triaging a high-volume inbox and preparing briefing materials.
• Coordinate business logistics including travel, events, and expense reporting.

Skills

Account Management

Client Management

Written Communications

Oral Communications

Emotional Intelligence

Administrative Services

Pipeline Management

Prioritization

Client Solutions Advisory

Referral Identification

Business Development

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

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
• Provide proactive executive support by managing a complex calendar, screening requests, protecting priority time, and ensuring seamless day-to-day operations.
• Drive communication and meeting effectiveness by triaging a high-volume inbox, preparing briefing materials, capturing meeting notes, maintaining Salesforce updates, and tracking follow-up actions to completion.
• Coordinate business logistics and administration including travel planning, client event execution, expense reporting, correspondence, and collaboration with internal Merrill teams and partners.

Required 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

Desired Qualifications:

• Previous Executive Assistant experience preferred
• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
• Possesses industry knowledge and an understanding of investment products
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
• Is detail oriented
• Demonstrates a commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
• Demonstrates professional verbal and written communication skills

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

• Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift: 1st shift (United States of America)

Hours Per Week: 37.5

Pay Transparency details US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518) Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.