Wealth Management Client Associate - Client Service

United States Digital Space LLC; Jackson (MS); On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management is seeking a client service-oriented professional to support Financial Advisors in delivering tailored wealth management guidance. You will serve as a primary contact for clients, coordinate requests, and help ensure compliance with banking and investment policies.

The role emphasizes building trusted relationships, leveraging technology tools like MS Office and Salesforce, and contributing to a high-performing team in a fast-paced financial services environment.

Qualifications

• Enthusiastic self-starter with a client-centric mindset and results focus.
• Pursuing FINRA SIE/Series 7 and/or Series 66; industry knowledge valued.
• Strong technical skills with MS Office and Salesforce.

Responsibilities

• Provide client service support to Financial Advisors and address client needs.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Written Communications

Education

High School Diploma or GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service-oriented professional to support Financial Advisors in delivering tailored wealth management guidance. You will serve as a primary contact for clients, coordinate requests, and help ensure compliance with banking and investment policies.

The role emphasizes building trusted relationships, leveraging technology tools like MS Office and Salesforce, and contributing to a high-performing team in a fast-paced financial services environment.