Wealth Management Client Concierge

United States Digital Space LLC; Walnut Creek (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

Job summary

Merrill Wealth Management is hiring a Client Service Specialist to support Financial Advisors and their clients in Walnut Creek. The role focuses on delivering excellent client service, educating clients on banking offerings, and ensuring timely, accurate materials while aligning with bank policies and risk controls.

The position requires a client-centric mindset, adaptability to new platforms, and collaboration across teams to meet enterprise objectives in a fast-paced environment.

Qualifications

• Provide client service support to Financial Advisors and their clients, ensuring timeliness and accuracy.
• Demonstrate a client-centric mindset and adapt to new information and platforms.
• Collaborate to support enterprise objectives while maintaining risk controls.

Responsibilities

• Provides excellent Client Service to bank clients, educating on offerings and ensuring timely, accurate client materials; supports operational excellence and risk management; maintains client relationships with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Organized

Education

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is hiring a Client Service Specialist to support Financial Advisors and their clients in Walnut Creek. The role focuses on delivering excellent client service, educating clients on banking offerings, and ensuring timely, accurate materials while aligning with bank policies and risk controls.

The position requires a client-centric mindset, adaptability to new platforms, and collaboration across teams to meet enterprise objectives in a fast-paced environment.