Wealth Management Client Associate - Elevate Client Service

NBMBAA; Portage (MI); Híbrido; USD 42.000 - 62.000; Jornada completa

Descripción de la vacante

Merrill Wealth Management is seeking a Client Service Associate to provide dedicated client service support to multiple Financial Advisors. The role centers on coordinating client communications, processing requests, and ensuring timely and accurate materials to support enterprise objectives.

You will deepen client relationships by highlighting the bank's offerings while maintaining compliance and risk controls, and you will cover team needs as required with a client-first mindset.

Formación

• Enthusiastic self-starter with a strong work ethic and results focus
• Client-centric mindset; acts in the client's best interest
• Ability to learn and adapt to new information and technology platforms
• Willingness to pursue FINRA licenses (SIE, Series 7/66) or related credentials

Responsabilidades

• Provides excellent Client Service to educate clients on the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on client and FA requests
• Supports alignment with bank policies and procedures to protect clients and manage risk
• Identifies, deepens, and maintains client relationships emphasizing bank offerings
• Supports day-to-day team activities and covers roles during absences or seasonal needs with a client-first mindset

Conocimientos

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Written Communications

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Educación

High School Diploma / GED / Secondary School or equivalent

Herramientas

Microsoft Word

Excel

PowerPoint

Salesforce

Descripción del empleo

Merrill Wealth Management is seeking a Client Service Associate to provide dedicated client service support to multiple Financial Advisors. The role centers on coordinating client communications, processing requests, and ensuring timely and accurate materials to support enterprise objectives.

You will deepen client relationships by highlighting the bank's offerings while maintaining compliance and risk controls, and you will cover team needs as required with a client-first mindset.