Wealth Management Client Associate: Client-Focused Advisor Support

Sacbar; San Jose (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Merrill Wealth Management in San Jose, CA is seeking a client-focused specialist to support Financial Advisors by delivering exceptional service, maintaining client materials, and promoting bank offerings. You will help manage risk and align practices with internal policies while fostering trusted client relationships.

The role emphasizes a client-first mindset, cross-functional collaboration, and the ability to adapt to evolving processes in a fast-paced environment.

Qualifications

• 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.
• Familiarity with FINRA SIE/Series 7/66 is a plus.

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

Job description

Merrill Wealth Management in San Jose, CA is seeking a client-focused specialist to support Financial Advisors by delivering exceptional service, maintaining client materials, and promoting bank offerings. You will help manage risk and align practices with internal policies while fostering trusted client relationships.

The role emphasizes a client-first mindset, cross-functional collaboration, and the ability to adapt to evolving processes in a fast-paced environment.