Wealth Management Client Associate - Client Services

United States Digital Space LLC; Franklin (OH); On-site; USD 50,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a client-focused service professional to support multiple Financial Advisors. You will help pursue enterprise objectives, ensure operational excellence, and advocate for clients by delivering tailored solutions and acting as the main contact for service needs.

The role emphasizes excellent communication, timely delivery of client materials, and collaboration within the team in an in-office setting. On-site work with a first shift schedule is expected.

Qualifications

• Candidate should demonstrate a client-centric mindset with a focus on service excellence.
• Experience supporting Financial Advisors and managing client requests is preferred.
• Familiarity with brokerage licensing and investment product basics is a plus.

Responsibilities

• Provide exemplary client service to clients and Financial Advisors (FAs).
• Support enterprise strategic objectives, operational excellence, and client advocacy within the FA’s business.
• Serve as the primary contact to address service needs and ensure timely, accurate client materials.

Skills

Account Management

Client Focus

Oral Communications

Written Communications

Salesforce

Education

FINRA SIE

Series 7

Series 66

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client-focused service professional to support multiple Financial Advisors. You will help pursue enterprise objectives, ensure operational excellence, and advocate for clients by delivering tailored solutions and acting as the main contact for service needs.

The role emphasizes excellent communication, timely delivery of client materials, and collaboration within the team in an in-office setting. On-site work with a first shift schedule is expected.