Wealth Management Client Services Specialist

NBMBAA; Fort Smith (AR); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management is seeking aClient Services Associate to provide dedicated support to Financial Advisors and their clients. You will focus on delivering exceptional service, coordinating client materials, and upholding risk and policy standards within a fast-paced team environment.

The role emphasizes client advocacy, cross-functional collaboration, and adapting to evolving business needs across wealth management services and banking integration.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Willingness to work in a fast-paced environment with evolving responsibilities.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• 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

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 aClient Services Associate to provide dedicated support to Financial Advisors and their clients. You will focus on delivering exceptional service, coordinating client materials, and upholding risk and policy standards within a fast-paced team environment.

The role emphasizes client advocacy, cross-functional collaboration, and adapting to evolving business needs across wealth management services and banking integration.