Wealth Management Client Associate: Client Services

ghr; Bainbridge Island (WA); On-site; USD 71,635,000 - 126,078,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits package

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors. You will educate clients on the bank's service offerings, coordinate materials, and help drive operational excellence while maintaining a client-first approach.

This role emphasizes risk awareness, strong communication, and proficiency with Microsoft Office and Salesforce. The ideal candidate adapts quickly in a fast-paced environment and delivers a high-quality client experience.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset; acts in clients' best interest.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service through educating clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with policies to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting bank offerings with FAs.
• Supports day-to-day team activities, covering roles during absences 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors. You will educate clients on the bank's service offerings, coordinate materials, and help drive operational excellence while maintaining a client-first approach.

This role emphasizes risk awareness, strong communication, and proficiency with Microsoft Office and Salesforce. The ideal candidate adapts quickly in a fast-paced environment and delivers a high-quality client experience.