Wealth Management Client Associate: Impactful Client Service

United States Digital Space LLC; Alexandria (VA); On-site; USD 36,000 - 62,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional in Alexandria, VA, to support Financial Advisors and their clients with comprehensive service delivery. The role emphasizes education of clients on bank and investment services, timeliness, accuracy, and risk-aware operations.

Key qualifications include FINRA SIE, Series 7, and Series 66 (63/65 accepted). Strong communication skills and proficiency with Salesforce, Word, Excel, and PowerPoint are essential.

Qualifications

• Must hold FINRA SIE, Series 7, and Series 66 (63/65 accepted) with product knowledge.
• Client-centric mindset with strong work ethic and results focus.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients, addressing service needs of Financial Advisors and clients with timely, accurate materials and risk-compliant processes.

Skills

Account Management

Client Management

Customer Focus

Written Communications

Oral Communications

Sales Enablement

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a client service professional in Alexandria, VA, to support Financial Advisors and their clients with comprehensive service delivery. The role emphasizes education of clients on bank and investment services, timeliness, accuracy, and risk-aware operations.

Key qualifications include FINRA SIE, Series 7, and Series 66 (63/65 accepted). Strong communication skills and proficiency with Salesforce, Word, Excel, and PowerPoint are essential.