Wealth Management Client Associate - Client Services Expert

ghr; Kansas City (MO); On-site; USD 60,000 - 95,000; Full time

Job summary

Merrill Wealth Management is a leading wealth platform seeking a Client Service Associate to support Financial Advisors in Kansas City. You will help manage client relations, educate clients on offerings, and ensure accurate materials and risk-aware processes.

The role emphasizes a client-centric mindset, strong communication, and proficiency with Salesforce and Microsoft Office. FINRA licensing expectations are noted, with a pathway to obtain licenses if needed.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted) or commitment to obtain within hiring timeframe.
• Strong investment products knowledge and client-centric mindset.
• Self-motivated, results-driven, and focused on client needs.
• Ability to learn and adapt to new information and technology platforms.
• Excellent written and verbal communication skills and professional demeanor.

Responsibilities

• Provide exceptional client service to Merrill Wealth Management clients and educate them on banking and investment offerings.
• Ensure timely, accurate client materials and respond to all client and FA requests.
• Support operational excellence, risk management, and policy alignment in daily practices.
• Develop and deepen client relationships by communicating value and coordinating with FAs.
• Cover team activities during absences or peak periods with a client-first approach.

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

Education

High School Diploma / GED / Secondary School or equivalent

FINRA SIE, Series 7, Series 66 (63/65 accepted in lieu of 66) licensed or willingness to obtain

Tools

Salesforce

Microsoft Office

Job description

Merrill Wealth Management is a leading wealth platform seeking a Client Service Associate to support Financial Advisors in Kansas City. You will help manage client relations, educate clients on offerings, and ensure accurate materials and risk-aware processes.

The role emphasizes a client-centric mindset, strong communication, and proficiency with Salesforce and Microsoft Office. FINRA licensing expectations are noted, with a pathway to obtain licenses if needed.