Wealth Management Client Services Associate

ghr; Shreveport (LA); On-site; USD 42,000 - 62,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to provide high-level service to Financial Advisors and clients, helping manage accounts and coordinate requests.

The role emphasizes accuracy, timely responses, risk awareness, and collaboration within an in-office, client-focused environment.

Candidates should have strong communication skills, a high school diploma, and pursuing FINRA licenses.

Qualifications

• Customer-focused professional with strong service orientation.
• Ability to learn and adapt to new information and platforms.
• Strong communication and relationship-building skills.

Responsibilities

• Serve as primary point of contact for clients and Financial Advisors.
• Assist with client materials, requests, and follow-ups with accuracy.
• Support compliance with bank policies to manage risk.
• Develop relationships and promote bank offerings through the FA.

Skills

Account Management

Client Management

Customer Focus

Issue Resolution

Communication Skills

Salesforce

Education

High School Diploma / GED / Secondary School or equivalent

FINRA SIE

Series 7 / 66 certifications

Tools

Microsoft Office

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to provide high-level service to Financial Advisors and clients, helping manage accounts and coordinate requests.

The role emphasizes accuracy, timely responses, risk awareness, and collaboration within an in-office, client-focused environment.

Candidates should have strong communication skills, a high school diploma, and pursuing FINRA licenses.