Wealth Management Client Associate: Executive Support

ghr; Northbrook (IL); On-site; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management is seeking an Executive Assistant to support multiple Financial Advisors, manage complex calendars, and coordinate client services. The role emphasizes client-centric service, operational excellence, and proactive administration to enable advisors to focus on client outcomes.

The ideal candidate will have strong communication skills, experience with Salesforce, and the ability to adapt in a fast-paced environment. On-site role in Northbrook, IL with standard hours.

Qualifications

• Requires strong client-centric mindset and self-motivated work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Experience or pursuing FINRA SIE, Series 7, and/or Series 66 is preferred.
• Knowledge of investment products and client service experience is a plus.

Responsibilities

• Provides excellent client service and educates clients on bank offerings.
• Ensures timely, accurate, and complete client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Deepens client relationships and promotes banking solutions in day-to-day activities.
• Supports day-to-day team activities and acts with a client-first mindset.
• Provide proactive executive support by managing a complex calendar and screening requests.
• Drive communication by triaging a high-volume inbox and preparing briefing materials.
• Coordinate business logistics including travel, events, and expense reporting.

Skills

Account Management

Client Management

Written Communications

Oral Communications

Emotional Intelligence

Administrative Services

Pipeline Management

Prioritization

Client Solutions Advisory

Referral Identification

Business Development

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Merrill Wealth Management is seeking an Executive Assistant to support multiple Financial Advisors, manage complex calendars, and coordinate client services. The role emphasizes client-centric service, operational excellence, and proactive administration to enable advisors to focus on client outcomes.

The ideal candidate will have strong communication skills, experience with Salesforce, and the ability to adapt in a fast-paced environment. On-site role in Northbrook, IL with standard hours.