Wealth Management Client Experience Associate

NBMBAA; Eugene (OR); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors across client services, operations, and client advocacy. The role focuses on delivering tailored service and maintaining accurate client materials within a fast-paced wealth management environment.

You will build client relationships, utilize CRM systems, and contribute to enterprise objectives while upholding a client-first standard and risk-conscious practices.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client’s best interest.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients, educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports adherence to bank policies to promote operational excellence and risk management.
• Identifies and deepens client relationships by showcasing banking offerings and collaborating with the FA.
• Supports day-to-day team activities, covering roles during absences or peak periods 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

Tools

MS Word

MS Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors across client services, operations, and client advocacy. The role focuses on delivering tailored service and maintaining accurate client materials within a fast-paced wealth management environment.

You will build client relationships, utilize CRM systems, and contribute to enterprise objectives while upholding a client-first standard and risk-conscious practices.