Wealth Management Client Associate — Client Services

NBMBAA; Boca Raton (FL); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, handling client inquiries, documentation, and education on services. The role emphasizes accuracy, risk awareness, and proactive client advocacy within the advisor’s practice.

The ideal candidate demonstrates a client-centric approach, a strong work ethic, and the ability to adapt to new technology platforms while maintaining compliance with regulatory requirements.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66) licenses held or must be obtained within a set timeframe for registered roles.
• Possesses advanced industry knowledge and an understanding of investment products.
• Client-centric mindset with a strong work ethic and results orientation.
• Ability to learn and adapt to new information and technology platforms.
• Professional verbal and written communication skills.

Responsibilities

• Provide excellent client service to clients via educating them on the bank's service and offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on requests by clients and Financial Advisors.
• Align practices with bank policies to support operational excellence, protect clients, and manage risk.
• Identify and deepen client relationships by promoting banking offerings and communicating outputs to the FA.
• Support day-to-day team activities, cover roles during absences or seasonal needs, and maintain 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

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, handling client inquiries, documentation, and education on services. The role emphasizes accuracy, risk awareness, and proactive client advocacy within the advisor’s practice.

The ideal candidate demonstrates a client-centric approach, a strong work ethic, and the ability to adapt to new technology platforms while maintaining compliance with regulatory requirements.