Wealth Management Client Associate | Client Services Growth

ALPFA Baltimore Chapter; New York (NY); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits

Job summary

Merrill Wealth Management is seeking a Wealth Management Client Associate to deliver outstanding client service and support a team of Financial Advisors. You will coordinate client inquiries, prepare materials, and help execute strategic client initiatives with integrity.

This role involves supporting enterprise objectives, maintaining strong client relationships, and ensuring timely, accurate client materials in a fast-paced environment.

Qualifications

• Proactive, client-centric professional with strong work ethic.
• Ability to learn and adapt to new information and platforms.
• Demonstrates professional verbal and written communication skills.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on client and FA requests.
• Supports operational excellence and risk management by aligning practices with bank policies.
• Identifies, deepens, and maintains client relationships and communicates outputs to the FA.
• Supports day-to-day team activities and steps in during absences while maintaining a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Written Communications

Oral Communications

Pipeline Management

Administrative Services

Emotional Intelligence

Referral Identification

Prioritization

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Wealth Management Client Associate to deliver outstanding client service and support a team of Financial Advisors. You will coordinate client inquiries, prepare materials, and help execute strategic client initiatives with integrity.

This role involves supporting enterprise objectives, maintaining strong client relationships, and ensuring timely, accurate client materials in a fast-paced environment.