Wealth Management Client Services Associate

National Black MBA Association; New York (NY); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Annual discretionary plan

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and enhance service quality. You will act as the primary contact, coordinating with advisors and ensuring accurate materials and timely responses.

The role emphasizes a client-first mindset, collaboration, and knowledge of banking products. Experience in a fast-paced environment and proficiency with MS Office and Salesforce are valued.

Qualifications

• Minimum high school diploma or equivalent.
• Experience in client service or banking preferred.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provide excellent client service to bank clients and educate on offerings.
• Ensure timeliness and accuracy of client materials and follow up on requests.
• Support alignment with bank policies to protect clients and manage risk.
• Identify and grow client relationships by promoting bank offerings.
• Assist with day-to-day team activities and cover roles when needed.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Written Communications

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and enhance service quality. You will act as the primary contact, coordinating with advisors and ensuring accurate materials and timely responses.

The role emphasizes a client-first mindset, collaboration, and knowledge of banking products. Experience in a fast-paced environment and proficiency with MS Office and Salesforce are valued.