Wealth Management Client Associate — Client Services

Merrill; Boca Raton (FL); On-site; USD 52,000 - 68,000; Full time

Job summary

Merrill Wealth Management is hiring a Client Service professional to support Financial Advisors by delivering outstanding client service, educating clients on banking and investment offerings, and ensuring accurate, timely materials. The role emphasizes risk awareness, relationship deepening, and team collaboration within an in-office culture.

Candidates should hold FINRA SIE, Series 7, and Series 66 (or substitute 63/65), with experience in client-centric service and proficiency in Word, Excel,

Qualifications

• FINRA SIE, Series 7, and Series 66 required (63/65 accepted) for qualification.
• Strong investment product knowledge and client-centric mindset.
• Self-starter with high work ethic and results focus.
• Ability to learn new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients by educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials; follows up on requests.
• Supports policies and procedures to protect clients and manage risk.
• Identifies and deepens client relationships, promoting banking offerings through the FA.
• Supports day-to-day team activities and covers roles during absences or peak periods.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is hiring a Client Service professional to support Financial Advisors by delivering outstanding client service, educating clients on banking and investment offerings, and ensuring accurate, timely materials. The role emphasizes risk awareness, relationship deepening, and team collaboration within an in-office culture.

Candidates should hold FINRA SIE, Series 7, and Series 66 (or substitute 63/65), with experience in client-centric service and proficiency in Word, Excel,