Wealth Management Client Associate — Client Services

United States Digital Space LLC; Hartford (CT); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Annual incentive plan

Benefits package

Paid time off

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients in Hartford, CT. This role emphasizes accurate client materials, strong service, and a client-first mindset.

The position involves working on enterprise objectives, risk-aware processes, and collaboration within a team. Licenses (SIE, Series 7, Series 66) or the ability to obtain them are required for registered roles.

Qualifications

• LICENSING: FINRA SIE, Series 7 and Series 66 (63/65 in lieu of 66) within specified timeframe.
• Knowledge of investment products and wealth management concepts.
• Candidate demonstrates a client-centric mindset and results focus.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide client service support to Financial Advisors and their clients.
• Support enterprise strategic objectives, operational excellence, and client advocacy.
• Be the primary Merrill contact for clients and FA requests, ensuring timely, accurate materials.
• Identify opportunities to deepen client relationships and promote banking offerings.
• Assist with day-to-day team activities and coverage during absences or peak periods.

Skills

SIE license

Series 7

Series 66

Investment products knowledge

Client-focused mindset

Strong work ethic

Technology proficiency

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients in Hartford, CT. This role emphasizes accurate client materials, strong service, and a client-first mindset.

The position involves working on enterprise objectives, risk-aware processes, and collaboration within a team. Licenses (SIE, Series 7, Series 66) or the ability to obtain them are required for registered roles.