Wealth Management Client Services Associate

ghr; Scottsdale (AZ); On-site; USD 48,000 - 72,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors by delivering superior client service and aligning activities with enterprise objectives. This role focuses on timely, accurate client materials, proactive problem resolution, and cross-team collaboration to enhance the client experience.

The successful candidate brings a client-centric mindset, strong communication skills, and the ability to adapt to evolving responsibilities in a fast-paced

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.
• Pursuing or holding FINRA SIE, Series 7 and/or Series 66 (63/65 accepted).
• Industry knowledge of investment products and client service experience.
• Comfortable in a fast-paced environment with evolving responsibilities.
• Detail oriented with sound judgment and discretion for sensitive information.
• Proficient with MS Word, Excel, PowerPoint, and Salesforce.
• Excellent verbal and written communication skills.

Responsibilities

• Provides excellent Client Service to clients by educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting bank offerings.
• Supports day-to-day team activities, covering roles during absences while maintaining 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 / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors by delivering superior client service and aligning activities with enterprise objectives. This role focuses on timely, accurate client materials, proactive problem resolution, and cross-team collaboration to enhance the client experience.

The successful candidate brings a client-centric mindset, strong communication skills, and the ability to adapt to evolving responsibilities in a fast-paced