Wealth Management Client Services Associate

ghr; Auburn Hills (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service role to support Financial Advisors in delivering tailored banking and investment services. You will educate clients on service offerings, manage materials, and coordinate with advisors to meet client needs.

The position emphasizes cross-functional collaboration, a client-first mindset, and adherence to bank policies. Aiming to build trusted relationships, this role supports ongoing client engagement in a fast-paced environment.

Qualifications

• Minimum education: High School Diploma / GED / Secondary School or equivalent.
• WFH flexibility may be available per workplace policy; on-site culture emphasized.
• Shift: 1st shift; Hours per Week: 37.5

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

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

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service role to support Financial Advisors in delivering tailored banking and investment services. You will educate clients on service offerings, manage materials, and coordinate with advisors to meet client needs.

The position emphasizes cross-functional collaboration, a client-first mindset, and adherence to bank policies. Aiming to build trusted relationships, this role supports ongoing client engagement in a fast-paced environment.