Wealth Management Client Associate: Elevate Client Service

ALPFA Baltimore Chapter; Mount Pleasant (SC); On-site; USD 48,000 - 72,000; Full time

Job summary

Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to multiple Financial Advisors. You will help address service needs, support enterprise objectives, and promote tailored wealth solutions.

The role emphasizes a client-first mindset and risk-aware practices. The position involves strong collaboration with advisory teams, ensuring accuracy in client materials and timely follow-ups while representing Merrill’s integrated banking and

Qualifications

• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Has the 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 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 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to multiple Financial Advisors. You will help address service needs, support enterprise objectives, and promote tailored wealth solutions.

The role emphasizes a client-first mindset and risk-aware practices. The position involves strong collaboration with advisory teams, ensuring accuracy in client materials and timely follow-ups while representing Merrill’s integrated banking and