Wealth Management Client Associate — Client Care & Growth

United States Digital Space LLC; Northbrook (IL); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary bonus plan

Paid time off

Job summary

Merrill Wealth Management in Northbrook, IL is seeking a client services professional to support daily banking and investment product education for clients and advisors. The role emphasizes accuracy, timeliness, and risk-conscious practices in servicing client materials and requests.

With FINRA licenses required (SIE, Series 7, and Series 66 or 63/65) and a strong client-centric mindset, you will deepen relationships, promote bank offerings through the FA channel, and help ensure policy

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
• Possesses advanced industry knowledge and an understanding of investment products
• 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

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
• Educate clients on bank services and offerings with timely, accurate materials and follow-ups
• Support compliance with bank policies and risk management while servicing client needs
• Deepen client relationships by promotingbanking solutions to Financial Advisors and clients

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management in Northbrook, IL is seeking a client services professional to support daily banking and investment product education for clients and advisors. The role emphasizes accuracy, timeliness, and risk-conscious practices in servicing client materials and requests.

With FINRA licenses required (SIE, Series 7, and Series 66 or 63/65) and a strong client-centric mindset, you will deepen relationships, promote bank offerings through the FA channel, and help ensure policy