Wealth Management Client Associate — Client Services

Merrill; Virginia Beach (VA); On-site; USD 34,000 - 62,000; Full time

Job summary

Merrill Wealth Management is hiring in Virginia Beach to provide client service support across multiple Financial Advisors. The role emphasizes educating clients on Merrill and Bank of America offerings, timely responses, and risk-conscious operations.

The position requires FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted). Strong communication, relationship-building, and computer skills are essential for success in a fast-paced environment.

Qualifications

• Minimum education: High School Diploma or GED.
• Licenses: SIE, Series 7 and Series 66 (or 63/65) required or to be obtained after hire.
• Experience with client service and investment products is preferred.

Responsibilities

• Provide excellent client service to Merrill clients and educate on banking offerings.
• Time-sensitive handling of client and advisor requests with accuracy.
• Support operational excellence and risk management in daily activities.
• Deepen client relationships by aligning offerings with client needs.
• Cover team roles during absences and peak periods with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Pipeline Management

Administrative Services

Written Communications

Oral Communications

Emotional Intelligence

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is hiring in Virginia Beach to provide client service support across multiple Financial Advisors. The role emphasizes educating clients on Merrill and Bank of America offerings, timely responses, and risk-conscious operations.

The position requires FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted). Strong communication, relationship-building, and computer skills are essential for success in a fast-paced environment.