Wealth Management Client Associate: Client Services Pro

Jobtailor; Maine; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in Maine is seeking a client service professional to support Financial Advisors. You will act as the Merrill point of contact for service needs, educate clients on bank offerings, and ensure timely, accurate client materials.

The role requires FINRA SIE, Series 7, and Series 66 (or 63/65). You will manage relationships, customize solutions, and support the advisor team in a fast-paced environment while upholding risk controls and policy compliance.

Qualifications

• Advanced industry knowledge and understanding of investment products.
• Client-centric mindset with a strong work ethic and results focus.
• Strong communication skills, both verbal and written.

Responsibilities

• Provide client service support to multiple Financial Advisors.
• Educate clients on the bank's service offerings.
• Ensure timeliness, accuracy, and completeness of client materials.
• Follow up on client and Financial Advisor requests.
• Identify and deepen client relationships.
• Support day-to-day team activities during absences or seasonal demand.

Skills

Investment products

Client service

Relationship management

Microsoft Office

Detail orientation

Adaptability

Professional communication

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Jobtailor in Maine is seeking a client service professional to support Financial Advisors. You will act as the Merrill point of contact for service needs, educate clients on bank offerings, and ensure timely, accurate client materials.

The role requires FINRA SIE, Series 7, and Series 66 (or 63/65). You will manage relationships, customize solutions, and support the advisor team in a fast-paced environment while upholding risk controls and policy compliance.