Wealth Management Client Services Associate

NBMBAA; Upper Arlington (OH); Hybrid; USD 34,000 - 61,000; Full time

Benefits offered by this job

Annual discretionary plan

Industry-leading benefits

Paid time off

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, delivering personalized guidance and pursuing enterprise objectives. You will be the primary contact for clients, addressing service needs and advocating for tailored solutions.

In this role you will educate clients on banking services, ensure materials are accurate and timely, and help manage risk by aligning practices with policies.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Able to learn and adapt to new information and technology platforms.
• Demonstrates enthusiastic, motivated self-starter attitude.

Responsibilities

• Provides excellent Client Service to clients by educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence and risk management by aligning practices with bank policies.
• Identifies and deepens client relationships by promoting bank offerings and incorporating banking into daily activities.
• Supports day-to-day team activities and covers roles during absences or peak times with 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

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, delivering personalized guidance and pursuing enterprise objectives. You will be the primary contact for clients, addressing service needs and advocating for tailored solutions.

In this role you will educate clients on banking services, ensure materials are accurate and timely, and help manage risk by aligning practices with policies.