Wealth Management Client Associate — Client Service Pro

National Black MBA Association; Winter Park, Northern (FL, KY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Merrill Wealth Management is seeking a client service associate in-office role in Winter Park, FL. You will support Financial Advisors, ensuring timely, accurate client materials and responsive service aligned with enterprise objectives.

Ideal candidates demonstrate a client-first mindset, ability to learn new platforms, and strong attention to detail while collaborating with advisory teams to deliver personalized wealth solutions.

Qualifications

• Provides client service support to Financial Advisors with a client-first mindset.
• Must be able to learn and adapt to new information and technology platforms.
• Demonstrates strong attention to detail and risk awareness.

Responsibilities

• Acts as the most frequent point of contact to address client service needs.
• Educates clients on bank's service offerings and banking products.
• Ensures timeliness and accuracy of client materials and requests
• Supports operational excellence and risk management in line with policies
• Deepens client relationships and communicates outputs to the FA

Skills

Enthusiastic self-starter

Client-centric mindset

Learning agility

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service associate in-office role in Winter Park, FL. You will support Financial Advisors, ensuring timely, accurate client materials and responsive service aligned with enterprise objectives.

Ideal candidates demonstrate a client-first mindset, ability to learn new platforms, and strong attention to detail while collaborating with advisory teams to deliver personalized wealth solutions.