Wealth Management Client Services Associate

National Black MBA Association; Tyler (TX); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors, delivering exceptional client service and tailored banking solutions. You will act as the primary contact for clients, ensuring accurate materials and timely responses while aligning with enterprise objectives.

The role emphasizes a client-centric mindset, adaptability to new technology, and strong communications skills within a fast-paced wealth management environment.

Qualifications

• Requires strong client-centric mindset and results focus.
• Familiar with financial services or banking operations preferred.
• Able to learn new technology platforms and adapt quickly.

Responsibilities

• Provides excellent Client Service to Merrill Wealth Management clients.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Written Communications

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors, delivering exceptional client service and tailored banking solutions. You will act as the primary contact for clients, ensuring accurate materials and timely responses while aligning with enterprise objectives.

The role emphasizes a client-centric mindset, adaptability to new technology, and strong communications skills within a fast-paced wealth management environment.