Wealth Management Client Services Specialist

NBMBAA; Village of Lynbrook (NY); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Merrill Wealth Management is seeking a client service-focused associate to support Financial Advisors by handling client inquiries, preparing materials, and promoting a broad range of banking and investment services.

The role emphasizes client advocacy, accuracy, and collaboration with advisory teams to ensure an exceptional client experience. Experience with MS Office and Salesforce is valued.

Qualifications

• Demonstrates strong client service mindset and results focus.
• Ability to learn and adapt to new technology platforms.
• Enthusiastic self-starter with a strong work ethic.

Responsibilities

• Provides excellent client service to Merrill Wealth Management clients through educating them on services and offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports operational excellence and risk management in line with bank policies and procedures.
• Identifies and deepens client relationships by promoting bank offerings to clients and reporting outputs to Financial Advisors.
• Supports day-to-day team activities and covers roles during absences or peak periods with a client-first mindset.

Skills

Account Management

Client Management

Customer 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-focused associate to support Financial Advisors by handling client inquiries, preparing materials, and promoting a broad range of banking and investment services.

The role emphasizes client advocacy, accuracy, and collaboration with advisory teams to ensure an exceptional client experience. Experience with MS Office and Salesforce is valued.