Wealth Management Client Associate: Client Solutions

ISHE; Boise, Northern (ID, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Merrill Wealth Management in Boise, Idaho is seeking a Client Service Associate to support multiple Financial Advisors, delivering superior client service and coordinating tailored solutions for clients. You will be the primary contact for client requests and help execute strategic objectives within the FA’s practice.

You’ll ensure timely client materials, maintain strong adherence to policies, and help deepen client relationships while collaborating with the broader team in a fast-paced,

Qualifications

• Client-centric mindset and strong work ethic.
• Ability to quickly learn new information and technology platforms.
• Excellent written and verbal communication skills.

Responsibilities

• Provides excellent client service to Merrill clients and supports Financial Advisors.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships while promoting banking offerings.
• Supports day-to-day team activities and covers in times of absence with a client-first mindset.

Skills

Client-centric mindset

Strong work ethic

Adaptability to new information

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management in Boise, Idaho is seeking a Client Service Associate to support multiple Financial Advisors, delivering superior client service and coordinating tailored solutions for clients. You will be the primary contact for client requests and help execute strategic objectives within the FA’s practice.

You’ll ensure timely client materials, maintain strong adherence to policies, and help deepen client relationships while collaborating with the broader team in a fast-paced,