Wealth Management Client Associate: Client Services Pro

NBMBAA; San Mateo (CA); On-site; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management is seeking a client services professional to support multiple Financial Advisors, delivering personalized solutions and maintaining strong client relationships in a fast-paced banking environment.

You will educate clients on service offerings, ensure accuracy of materials, and support operational excellence while collaborating with the FA and team to meet enterprise objectives.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Desire to pursue FINRA SIE, Series 7, and/or Series 66 (63/65 accepted)
• Knowledge of investment products and client service experience
• Comfort in a fast-paced environment with changing responsibilities

Responsibilities

• Provides excellent Client Service to the bank's clients through education on banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Supports operational excellence and risk management in line with bank policies
• Identifies and deepens client relationships while promoting banking solutions to FAs
• Supports day-to-day team activities and coverage during absences with a client-first mindset

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client services professional to support multiple Financial Advisors, delivering personalized solutions and maintaining strong client relationships in a fast-paced banking environment.

You will educate clients on service offerings, ensure accuracy of materials, and support operational excellence while collaborating with the FA and team to meet enterprise objectives.