Wealth Management Client Associate — Client Services

NBMBAA; Charlotte (NC); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management, based in Charlotte, NC, is seeking a Client Service Specialist to support Financial Advisors and drive service excellence for a diverse client base.

The role emphasizes educating clients on banking and investment offerings, maintaining accuracy in materials, and reinforcing risk controls while collaborating with the advisory team. This position values client-centric service and adaptability.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) are currently held.
• If licenses are not held, they must be obtained within a specified timeframe after hire for registered roles.
• Possesses advanced industry knowledge and an understanding of investment products.
• Demonstrates a client-centric mindset and a strong work ethic focused on results.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices align with bank policies to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships through the bank's offerings and communicates outputs to the FA.
• Supports day-to-day team activities and needs including coverage during absences or seasonal peaks, while maintaining 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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management, based in Charlotte, NC, is seeking a Client Service Specialist to support Financial Advisors and drive service excellence for a diverse client base.

The role emphasizes educating clients on banking and investment offerings, maintaining accuracy in materials, and reinforcing risk controls while collaborating with the advisory team. This position values client-centric service and adaptability.