Wealth Management Client Associate: Client Services Pro

NBMBAA; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Associate to deliver exceptional service to Financial Advisors' clients, ensuring accuracy and timely follow-up on all requests. You will support enterprise objectives and promote tailored banking solutions within a collaborative team.

The role requires strong communication, client focus, and adaptability in a fast-paced environment, with onsite responsibilities in a dynamic wealth management office.

Qualifications

• Demonstrates a client-centric mindset and strong service ethic.
• Ability to learn new information and adapt to technology platforms.
• Experience working with clients and delivering excellent service.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients and educate on services.
• Ensure timeliness and accuracy of client materials and follow up on requests.
• Align practices with bank policies to support operational excellence and manage risk.
• Identify and deepen client relationships by promoting bank offerings to FAs.
• Support day-to-day team activities and cover roles during absences with a client-first mindset.

Skills

Client Management

Account Management

Written Communications

Oral Communications

Team Collaboration

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Merrill Wealth Management is seeking a Client Associate to deliver exceptional service to Financial Advisors' clients, ensuring accuracy and timely follow-up on all requests. You will support enterprise objectives and promote tailored banking solutions within a collaborative team.

The role requires strong communication, client focus, and adaptability in a fast-paced environment, with onsite responsibilities in a dynamic wealth management office.