Wealth Management Client Services Specialist

United States Digital Space LLC; Bremerton (WA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary annual bonus

Office on Bainbridge Island

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and clients in the Bainbridge Island area. You will act as the primary contact to address service needs, coordinate materials, and help implement tailored solutions for client portfolios.

Role requires a client-centric mindset, strong communication skills, and the ability to work in a fast-paced environment while maintaining attention to detail and compliance with policies.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in the best interest of the client.
• Ability to learn and adapt to information and technology platforms.

Responsibilities

• Provides excellent client service to clients by educating them on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies and maintains client relationships, promoting bank offerings in day-to-day activities.
• Supports day-to-day team activities and covers roles as needed 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 / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and clients in the Bainbridge Island area. You will act as the primary contact to address service needs, coordinate materials, and help implement tailored solutions for client portfolios.

Role requires a client-centric mindset, strong communication skills, and the ability to work in a fast-paced environment while maintaining attention to detail and compliance with policies.