Wealth Management Client Associate: Client Advocate

Stars and Stripes; Whitefish (MT); On-site; USD 42,000 - 66,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. You will be the primary contact for clients, helping address service needs and coordinate with the FA team to deliver tailored solutions.

The role emphasizes accuracy, timely responses, compliance with bank policies, and strong communication. A proactive, client-first approach and comfort with financial products are essential.

Qualifications

• Minimum education: High School Diploma or equivalent.
• FINRA SIE / Series 7 and/or Series 66 are desirable.
• Experience with client service and financial products preferred.

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

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

PowerPoint

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. You will be the primary contact for clients, helping address service needs and coordinate with the FA team to deliver tailored solutions.

The role emphasizes accuracy, timely responses, compliance with bank policies, and strong communication. A proactive, client-first approach and comfort with financial products are essential.