Wealth Management Client Associate — Client Services Pro

United States Digital Space LLC; San Jose (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary bonus plan

Benefits package

Job summary

Merrill Wealth Management in San Jose, CA seeks a client service professional to support Financial Advisors, deliver tailored service, and strengthen client relationships. The role emphasizes accuracy, timely responses, and adherence to risk and policy standards while promoting the bank's offerings.

This position requires strong communication skills and a client-first mindset to excel in a fast-paced environment.

Qualifications

• Demonstrates a client-centric mindset and results focus.
• Ability to learn new information and technology platforms.
• Excellent verbal and written communication skills.

Responsibilities

• Provides excellent client service to clients and Financial Advisors.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Supports operational excellence and risk management aligned with bank policies.

Skills

Client Management

Account Management

Written Communications

Oral Communications

Problem Solving

Sales/Business Development

Education

High School Diploma or equivalent

Tools

Salesforce

MS Office

PowerPoint

CRM familiarity

Job description

Merrill Wealth Management in San Jose, CA seeks a client service professional to support Financial Advisors, deliver tailored service, and strengthen client relationships. The role emphasizes accuracy, timely responses, and adherence to risk and policy standards while promoting the bank's offerings.

This position requires strong communication skills and a client-first mindset to excel in a fast-paced environment.