Wealth Management Client Associate — Client-Focused Support

ALPFA Baltimore Chapter; Tallahassee (FL); On-site; USD 48,000 - 66,000; Full time

Job summary

Merrill Wealth Management is seeking a Wealth Management Client Associate to provide dedicated client service support to multiple Financial Advisors. You will help advance enterprise objectives, support operational excellence, and advocate for clients while tailoring solutions to each FA's needs.

The role positions you as the most frequent point of contact for clients, ensuring timely, accurate service and strong relationship management within the advisory team.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset, always acting in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients through educating them on bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting the bank's offerings to the FA and clients.
• Supports day-to-day team activities and coverage during absences or peak periods 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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a Wealth Management Client Associate to provide dedicated client service support to multiple Financial Advisors. You will help advance enterprise objectives, support operational excellence, and advocate for clients while tailoring solutions to each FA's needs.

The role positions you as the most frequent point of contact for clients, ensuring timely, accurate service and strong relationship management within the advisory team.