Wealth Management Client Services Associate

ghr; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking a dedicated Client Services Associate to support Financial Advisors and their clients. You will educate clients on banking and investment offerings, ensure timely completion of materials, and assist with daily team activities to maintain client satisfaction.

In this role, you will deepen client relationships while upholding risk management and policy standards, contributing to enterprise strategic objectives and a client-first culture within a hands-on,

Qualifications

• SIE, Series 7 and Series 66 (63/65 accepted in lieu of 66) required/held.
• Knowledge of investment products and wealth management concepts.

Responsibilities

• Provide client service support to Financial Advisors and clients.
• Coordinate with FA team to address service needs and advocate for clients.
• Maintain accuracy and timeliness of client materials and requests.
• Support operational excellence, risk mitigation, and policy alignment.

Job description

Merrill Wealth Management is seeking a dedicated Client Services Associate to support Financial Advisors and their clients. You will educate clients on banking and investment offerings, ensure timely completion of materials, and assist with daily team activities to maintain client satisfaction.

In this role, you will deepen client relationships while upholding risk management and policy standards, contributing to enterprise strategic objectives and a client-first culture within a hands-on,