Wealth Management Client Concierge

NBMBAA; San Jose (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits

Discretionary bonus

Job summary

Merrill Wealth Management in San Jose, CA is seeking a Client Services Associate to support Financial Advisors by delivering exceptional service and coordinating client needs. The role emphasizes accuracy, policy alignment, and proactive communication to deepen client relationships.

The position requires a client-centric mindset, ability to learn new technology, and readiness to pursue FINRA licensing. It offers 37.5 hours per week with pay range $25.00–$44.00 hourly, plus benefits.

Qualifications

• High School Diploma or equivalent and willingness to pursue FINRA exams.
• Strong client-service mindset with ability to learn new technology.
• Proficient with Microsoft Office and Salesforce.

Responsibilities

• Provide excellent client service educating on banking offerings.
• Ensure timeliness and accuracy in client materials and respond to requests.
• Align practices with bank policies to support operational excellence and risk.
• Identify and deepen client relationships by promoting bank offerings.
• Support day-to-day team activities and cover roles during absences.

Skills

Account Management

Client Management

Customer Focus

Pipeline Management

Written Communications

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management in San Jose, CA is seeking a Client Services Associate to support Financial Advisors by delivering exceptional service and coordinating client needs. The role emphasizes accuracy, policy alignment, and proactive communication to deepen client relationships.

The position requires a client-centric mindset, ability to learn new technology, and readiness to pursue FINRA licensing. It offers 37.5 hours per week with pay range $25.00–$44.00 hourly, plus benefits.