Wealth Management Client Associate – Client-First Support

NBMBAA; Coral Gables (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional client service, advocating for clients while coordinating with enterprise strategies and operations. This role emphasizes accuracy, timely responses, and adherence to policies within an in-office culture that values collaboration and professional growth.

The position requires a client-centric mindset, strong communication skills, and the ability to adapt to fast-paced, evolving

Qualifications

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

Responsibilities

• Provides excellent Client Service to clients by educating them on all bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with the bank's policies to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by promoting banking offerings within FA workflows.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Written Communications

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Business Development

Client Solutions Advisory

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional client service, advocating for clients while coordinating with enterprise strategies and operations. This role emphasizes accuracy, timely responses, and adherence to policies within an in-office culture that values collaboration and professional growth.

The position requires a client-centric mindset, strong communication skills, and the ability to adapt to fast-paced, evolving