Wealth Management Client Associate — Client Concierge

ghr; South Carolina; On-site; USD 71,635,000 - 126,078,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support Financial Advisors and manage client relationships. This role focuses on delivering excellent client service, coordinating with FAs, and ensuring accuracy in client materials while aligning with policies and risk controls.

The position emphasizes a client-first mindset, adaptability to changing needs, and strong communication skills to provide comprehensive service to individuals and institutions.

Qualifications

• Demonstrates a client-centric mindset with strong results focus.
• Able to learn and adapt to new information and technology platforms.
• Demonstrates professional verbal and written communication skills.

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 and Client 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

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service professional to support Financial Advisors and manage client relationships. This role focuses on delivering excellent client service, coordinating with FAs, and ensuring accuracy in client materials while aligning with policies and risk controls.

The position emphasizes a client-first mindset, adaptability to changing needs, and strong communication skills to provide comprehensive service to individuals and institutions.