Wealth Management Client Associate: Client Solutions

United States Digital Space LLC; Maryland Heights (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, addressing service needs and delivering tailored solutions.

This in-office role emphasizes collaboration, risk awareness, and continuous learning, with a focus on client satisfaction and operational excellence. Expect to educate clients on services and coordinate with advisors.

Candidates should be proactive, detail-oriented, and proficient in Word, Excel, PowerPoint, and Salesforce.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients and Financial Advisors.
• Ensures timeliness and accuracy of client materials and follow-ups.
• Ensures alignment with bank policies and manages risk.
• Deepens client relationships by promoting bank offerings.
• Supports day-to-day 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, addressing service needs and delivering tailored solutions.

This in-office role emphasizes collaboration, risk awareness, and continuous learning, with a focus on client satisfaction and operational excellence. Expect to educate clients on services and coordinate with advisors.

Candidates should be proactive, detail-oriented, and proficient in Word, Excel, PowerPoint, and Salesforce.