Wealth Management Client Associate — Client Solutions Pro

Merrill; Florida; On-site; USD 42,000 - 56,000; Full time

Job summary

Merrill Wealth Management is hiring a Client Service Associate to support multiple Financial Advisors and advocate for clients. You will help manage client requests, educate clients on Merrill services, and ensure accurate materials while upholding risk controls.

The role emphasizes client-first service, collaboration with advisory teams, and adaptability in a fast-paced environment. This position is onsite in the United States with standard 37.5-hour weeks.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic self-starter with results focus.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all requests.
• Supports operational excellence and risk management by aligning with bank policies and procedures.
• Identifies and deepens client relationships by promoting banking solutions to FAs.
• Assists in day-to-day team activities, stepping in to cover roles when needed.

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is hiring a Client Service Associate to support multiple Financial Advisors and advocate for clients. You will help manage client requests, educate clients on Merrill services, and ensure accurate materials while upholding risk controls.

The role emphasizes client-first service, collaboration with advisory teams, and adaptability in a fast-paced environment. This position is onsite in the United States with standard 37.5-hour weeks.