Wealth Management Client Specialist

Merrill; Los Angeles (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management is seeking a detail-oriented Client Service Associate to support Financial Advisors in delivering comprehensive wealth management services. You will educate clients on banking offerings, ensure accurate materials, and help manage risk while maintaining a client-first approach.

The role focuses on building relationships, coordinating with advisory teams, and delivering timely solutions in a fast-paced environment.

Qualifications

• Minimum Education: High School Diploma or equivalent.
• Strong client-centric mindset with focus on service quality.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients including educating them on the bank's services.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports operational excellence and risk management per bank policies.
• Deepens client relationships by promoting banking offerings to clients and reflecting outputs to FAs.
• Supports day-to-day team activities and steps in during absences or seasonal needs.

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

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Merrill Wealth Management is seeking a detail-oriented Client Service Associate to support Financial Advisors in delivering comprehensive wealth management services. You will educate clients on banking offerings, ensure accurate materials, and help manage risk while maintaining a client-first approach.

The role focuses on building relationships, coordinating with advisory teams, and delivering timely solutions in a fast-paced environment.