Wealth Management Client Service Specialist

NBMBAA; Oak Brook (IL); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

On-site work

Job summary

Merrill Wealth Management is seeking a client-service professional to support Financial Advisors and their clients in Oak Brook, IL. You will educate clients on bank offerings, ensure timely materials, and maintain strong relationships while promoting integrated wealth and banking solutions.

Qualified candidates hold FINRA SIE, Series 7, and Series 66 (or 63/65 in lieu) with a client-centric mindset and strong Excel/Salesforce skills.

Qualifications

• - Proven client service orientation with focus on meeting client needs
• - Holds FINRA SIE, Series 7, and Series 66 or 63/65 in lieu of 66
• - Demonstrates strong work ethic and results orientation
• - Client-centric mindset and ability to adapt to new platforms
• - Strong computer skills including MS Office and Salesforce

Responsibilities

• Provides excellent client service to Merrill clients and educates them on banking offerings
• Ensures timeliness and accuracy of client materials and follows up on requests
• Aligns practices with bank policies to support operational excellence and risk management
• Identifies and deepens client relationships, promoting banking solutions to clients
• Supports day-to-day team activities and covers roles during absences or peak times

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client-service professional to support Financial Advisors and their clients in Oak Brook, IL. You will educate clients on bank offerings, ensure timely materials, and maintain strong relationships while promoting integrated wealth and banking solutions.

Qualified candidates hold FINRA SIE, Series 7, and Series 66 (or 63/65 in lieu) with a client-centric mindset and strong Excel/Salesforce skills.