Wealth Management Client Associate & Advisor Support

United States Digital Space LLC; Mishawaka (IN); On-site; USD 54,000 - 76,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Advocate to support Financial Advisors and clients with exceptional service and tailored solutions. This role emphasizes proactive client care, accuracy in materials, and strong collaboration with advisory teams.

Ideal candidates will have a client-centric mindset, the ability to learn new platforms, and experience with MS Office and Salesforce in a fast-paced financial services environment.

Qualifications

• Minimum education is High School Diploma or GED.
• Experience in client service and wealth management is beneficial.

Responsibilities

• Provides exceptional client service to clients and Financial Advisors.
• Supports enterprise strategic objectives and client advocacy within the FA's business.
• Ensures timely, accurate, and complete client materials and requests.
• Maintains client relationships and communicates outputs to the FA.
• Supports day-to-day team activities and coverage needs 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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a Client Service Advocate to support Financial Advisors and clients with exceptional service and tailored solutions. This role emphasizes proactive client care, accuracy in materials, and strong collaboration with advisory teams.

Ideal candidates will have a client-centric mindset, the ability to learn new platforms, and experience with MS Office and Salesforce in a fast-paced financial services environment.