Wealth Management Client Associate — In-Office Role

NBMBAA; Tallahassee (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Merrill Wealth Management is seeking a client service support professional to assist Financial Advisors and support enterprise objectives. The role focuses on delivering tailored solutions and acting as the primary client contact to address service needs.

You will help educate clients on offerings, ensure timely materials, manage risk, and deepen relationships with a client-centric approach. On-site work culture and growth opportunities are emphasized.

Qualifications

• Requires client-centric mindset and strong work ethic.
• Familiar with investment products and FINRA basics is a plus.
• Proficient with Microsoft Office and Salesforce.

Responsibilities

• Provides excellent client service to the bank's clients and educates on offerings.
• Ensures timely, accurate materials and follows up on requests from clients and Financial Advisors.
• Ensures adherence to bank policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and coverage 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

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service support professional to assist Financial Advisors and support enterprise objectives. The role focuses on delivering tailored solutions and acting as the primary client contact to address service needs.

You will help educate clients on offerings, ensure timely materials, manage risk, and deepen relationships with a client-centric approach. On-site work culture and growth opportunities are emphasized.