Wealth Management Client Success Associate

NBMBAA; Northbrook, Northern (IL, KY); Hybrid; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary annual incentive

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors by delivering exceptional client service and executing enterprise objectives. The role emphasizes collaboration, accuracy, and proactive communication while maintaining strong risk controls and adherence to policy.

Based in Northbrook, IL, the position requires a service-first mindset, the ability to manage multiple client needs, and proficiency in Microsoft Office and Salesforce.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.
• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
• Possesses industry knowledge and an understanding of investment products.
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Is detail oriented.
• Demonstrates a commitment to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrates professional verbal and written communication skills.

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 a Client Service Associate to support multiple Financial Advisors by delivering exceptional client service and executing enterprise objectives. The role emphasizes collaboration, accuracy, and proactive communication while maintaining strong risk controls and adherence to policy.

Based in Northbrook, IL, the position requires a service-first mindset, the ability to manage multiple client needs, and proficiency in Microsoft Office and Salesforce.