Wealth Management Client Associate — Client-Centric Support

Jobtailor; Greenwich (CT); On-site; USD 55,000 - 85,000; Full time

Job summary

Merrill in Greenwich, CT seeks a client service associate to support Financial Advisors, educate clients on offerings, and ensure timely, accurate client materials.

You will customize solutions, manage risk, and deepen relationships while leveraging Salesforce and Microsoft Office in a fast-paced environment.

This role requires SIE, Series 7, and Series 66 (63/65 allowed) and a client-centric mindset with strong communication.

Qualifications

• Must currently hold FINRA SIE, Series 7, and Series 66; Series 63/65 accepted in lieu.
• Advanced knowledge of investment products and industry practices.
• Client-centric approach with a strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Experience delivering high-quality client service in a fast-paced environment.

Responsibilities

• Provide client service support to potentially multiple Financial Advisors
• Support enterprise strategic objectives, operational excellence goals, and client advocacy
• Customize solutions based on client and advisor needs
• Educate clients on service and banking offerings
• Ensure timeliness, accuracy, and completeness of client materials
• Follow up on client and advisor requests
• Help align practices with bank policies and procedures
• Protect client information and manage risk
• Identify, deepen, and maintain client relationships
• Promote banking integration into clients’ day-to-day activities and communicate outputs to the Financial Advisor
• Support day-to-day team activities, including coverage during absences or seasonal demand

Skills

FINRA SIE

Series 7

Series 66

Client Relationship Management

Microsoft Office Suite

Education

FINRA Certifications (SIE, Series 7, Series 66) or Series 63/65 alternative

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Merrill in Greenwich, CT seeks a client service associate to support Financial Advisors, educate clients on offerings, and ensure timely, accurate client materials.

You will customize solutions, manage risk, and deepen relationships while leveraging Salesforce and Microsoft Office in a fast-paced environment.

This role requires SIE, Series 7, and Series 66 (63/65 allowed) and a client-centric mindset with strong communication.