Wealth Management Client Concierge & Advisor Support

NBMBAA; Raleigh (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service professional to support Financial Advisors and manage a high-quality client experience. The role emphasizes licensing, regulatory alignment, and effective client communication within an advisory team.

Responsibilities include client education, timely materials, risk management, and relationship development while using Salesforce and MS Office tools in a fast-paced, collaborative environment.

Qualifications

• Has experience working with clients, quickly fulfilling their needs and delivering complex solutions.
• Ability to adapt in a fast-paced environment with evolving responsibilities.
• Attention to detail and strong judgment when handling sensitive information.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all banking services
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Supports alignment with bank policies to protect clients and manage risk
• Identifies, deepens, and maintains client relationships while communicating outputs to the FA
• Supports day-to-day team activities and coverage during absences or peak times with a client-first mindset

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Tools

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service professional to support Financial Advisors and manage a high-quality client experience. The role emphasizes licensing, regulatory alignment, and effective client communication within an advisory team.

Responsibilities include client education, timely materials, risk management, and relationship development while using Salesforce and MS Office tools in a fast-paced, collaborative environment.