Wealth Management Client Associate: Elevate Client Experience

ghr; Town of Florida (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors with daily client interactions and service delivery in a fast-paced environment. You will tailor solutions to client needs and coordinate with the FA team to ensure high-quality service.

The role emphasizes client focus, strong communication, and proficiency with Salesforce and MS Office. In-office culture is emphasized, with some flexibility based on role requirements.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, always acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients and educates them on bank offerings.
• Ensures timeliness and accuracy in client materials; follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships, promoting banking solutions to FAs.
• Supports daily team activities and covers roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer 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

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors with daily client interactions and service delivery in a fast-paced environment. You will tailor solutions to client needs and coordinate with the FA team to ensure high-quality service.

The role emphasizes client focus, strong communication, and proficiency with Salesforce and MS Office. In-office culture is emphasized, with some flexibility based on role requirements.