Wealth Management Client Services Associate

United States Digital Space LLC; Grand Junction (CO); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits package

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, delivering essential service to clients and aligning with strategic objectives for operational excellence. The role emphasizes accuracy, timely follow-up, and deep client relationship development within a collaborative team.

Qualifications include a client-centric mindset, ability to adapt to platforms, and familiarity with Microsoft Office and Salesforce.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Experience in client service or advisory support is preferred
• Strong communication and relationship-building skills are essential

Responsibilities

• Provides excellent client service to clients and supports Financial Advisors with their needs
• Addresses service requests promptly, ensures accuracy in client materials, and adheres to policies and procedures to support risk management

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Relationship Building

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, delivering essential service to clients and aligning with strategic objectives for operational excellence. The role emphasizes accuracy, timely follow-up, and deep client relationship development within a collaborative team.

Qualifications include a client-centric mindset, ability to adapt to platforms, and familiarity with Microsoft Office and Salesforce.