Wealth Management Client Services Associate

NBMBAA; Mandeville (LA); On-site; USD 55,000 - 80,000; Full time

Job summary

Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors with enterprise objectives and client advocacy. You will customize solutions for clients and act as the primary point of contact for service needs within Merrill.

Responsibilities include educating clients on banking and investment offerings, ensuring timely, accurate materials, and aligning practices with bank policies to protect clients and mitigate risk.

Qualifications

• Fills client service needs with a client-first mindset.
• Experience supporting Financial Advisors and client relationships.
• Strong understanding of banking and wealth management products.

Responsibilities

• Provides excellent Client Service to Merrill clients and educates them on offerings.
• Maintains timeliness and accuracy in client materials and FA requests.
• Ensures policies align with bank procedures to manage risk and protect clients.
• Deepens client relationships and communicates outputs to the FA.
• Supports day-to-day team activities and coverage 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

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors with enterprise objectives and client advocacy. You will customize solutions for clients and act as the primary point of contact for service needs within Merrill.

Responsibilities include educating clients on banking and investment offerings, ensuring timely, accurate materials, and aligning practices with bank policies to protect clients and mitigate risk.