Wealth Management Client Associate: Client Advocate

NBMBAA; Northbrook (IL); On-site; USD 34,000 - 62,000; Full time

Job summary

Merrill Wealth Management is seeking a client service-focused professional to support multiple Financial Advisors in Northbrook, IL. The role emphasizes a client-first mindset, accuracy in materials, and strong collaboration with the FA team.

The position requires FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, with licensing timelines specified for hire. You will help deepen client relationships while ensuring adherence to policies and risk controls.

Qualifications

• Minimum: High School Diploma or GED.
• Familiarity with investment products and a client-centric mindset.
• Strong communication and multitasking abilities.

Responsibilities

• Provides excellent Client Service to bank's clients through education on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies and risk management.
• Deepens client relationships and communicates outputs to Financial Advisors.
• Assists with day-to-day team activities and covers roles during absence or peak times.

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service-focused professional to support multiple Financial Advisors in Northbrook, IL. The role emphasizes a client-first mindset, accuracy in materials, and strong collaboration with the FA team.

The position requires FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, with licensing timelines specified for hire. You will help deepen client relationships while ensuring adherence to policies and risk controls.