Wealth Management Client Associate — Client-First Advisor

ghr; San Antonio (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors by delivering exceptional client service and tailored solutions. You will address client requests, educate clients on bank services, and maintain accurate materials and records.

You will collaborate with FA teams to deepen relationships, manage risk, and contribute to enterprise strategic objectives while operating in a fast-paced, client-first environment.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset; act in clients' best interest.

Responsibilities

• Provides excellent client service to clients through education on bank offerings.
• Ensures timely, accurate client materials and follows up on requests from clients and FAs.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting bank offerings in day-to-day activities.
• Supports day-to-day team activities and coverage during absences, maintaining 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors by delivering exceptional client service and tailored solutions. You will address client requests, educate clients on bank services, and maintain accurate materials and records.

You will collaborate with FA teams to deepen relationships, manage risk, and contribute to enterprise strategic objectives while operating in a fast-paced, client-first environment.