Wealth Management Client Associate - Client Services Pro

ghr; Wilmington (DE); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management in Delaware seeks a Client Service Associate to support Financial Advisors and respond to client needs with precision. The role emphasizes accurate materials handling and efficient communication.

You will help protect client interests, follow policy, and deepen relationships while delivering an excellent client experience in a fast-paced, in-office setting. Strong written/verbal skills and MS Office proficiency are required.

Qualifications

• High School Diploma, GED, or equivalent required.
• Experience with client service in financial services preferred.
• Proficiency with Microsoft Office and Salesforce preferred.

Responsibilities

• Provides excellent client service to Merrill Wealth clients.
• Addresses client and FA requests with timeliness and accuracy.
• Ensures compliance with bank policies to manage risk.
• Deepens client relationships by promoting banking offerings.
• Supports team activities and covers roles during absences.

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 in Delaware seeks a Client Service Associate to support Financial Advisors and respond to client needs with precision. The role emphasizes accurate materials handling and efficient communication.

You will help protect client interests, follow policy, and deepen relationships while delivering an excellent client experience in a fast-paced, in-office setting. Strong written/verbal skills and MS Office proficiency are required.