Wealth Management Client Associate - Advisor Support

NBMBAA; Virginia Beach (VA); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Benefits

Annual discretionary plan

Paid time off

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors (FAs) and to advocate for clients within the FA’s business. This role focuses on service excellence, enterprise objectives, and customized solutions based on client needs.

As the primary Merrill contact for clients, you will ensure timely, accurate client materials and alignment with policies to mitigate risk, while fostering trusted relationships and a client-first mindset in a fast-paced

Qualifications

• Experience servicing clients with a focus on accuracy and compliance.
• Strong understanding of investment products and client needs.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provides excellent client service to the bank's clients and educates on services.
• Ensures timely and accurate client materials and follows up on requests.
• Aligns practices with bank policies to support risk management and excellence.
• Deepens client relationships and promotes banking solutions to FAs.
• Supports day-to-day team activities and coverage during absences.

Skills

Account Management

Client Management

Customer 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

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors (FAs) and to advocate for clients within the FA’s business. This role focuses on service excellence, enterprise objectives, and customized solutions based on client needs.

As the primary Merrill contact for clients, you will ensure timely, accurate client materials and alignment with policies to mitigate risk, while fostering trusted relationships and a client-first mindset in a fast-paced