Wealth Management Client Associate: Elevate Client Experience

Merrill; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management is seeking a client service-oriented specialist to support Financial Advisors in delivering tailored solutions and exceptional service to clients. This role emphasizes adherence to policies, risk awareness, and proactive client advocacy within the FA’s business.

You will collaborate with the advisory team to educate clients on Merrill's banking and investment offerings while maintaining strong relationships and ensuring timely, accurate client materials.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• 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 the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Mgmt

Client Mgmt

Customer & 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 seeking a client service-oriented specialist to support Financial Advisors in delivering tailored solutions and exceptional service to clients. This role emphasizes adherence to policies, risk awareness, and proactive client advocacy within the FA’s business.

You will collaborate with the advisory team to educate clients on Merrill's banking and investment offerings while maintaining strong relationships and ensuring timely, accurate client materials.