Wealth Management Client Success Specialist

ghr; Omaha (NE); On-site; USD 42,000 - 52,000; Full time

Job summary

Merrill Wealth Management in Omaha, NE is seeking a dedicated Client Services Associate to support Financial Advisors and their clients. You will handle client inquiries, prepare materials, and ensure accurate, timely responses within a fast-paced banking environment.

Ideal candidates bring strong communication skills, a client-centric approach, and proficiency with common MS Office tools. FINRA SIE/Series licenses are preferred but not required.

Qualifications

• Client service support to Financial Advisors and clients in a wealth management context.
• Ensures timely, accurate client materials and requests are fulfilled.
• Maintains risk-conscious client interactions and compliance with policies.

Responsibilities

• Provide excellent client service to clients and partners.
• Educate clients on bank service offerings and solutions.
• Coordinate with Financial Advisors to address client needs and requests.
• Support day-to-day team activities and back-up coverage as needed.
• Promote durable client relationships through proactive communication.

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

Job description

Merrill Wealth Management in Omaha, NE is seeking a dedicated Client Services Associate to support Financial Advisors and their clients. You will handle client inquiries, prepare materials, and ensure accurate, timely responses within a fast-paced banking environment.

Ideal candidates bring strong communication skills, a client-centric approach, and proficiency with common MS Office tools. FINRA SIE/Series licenses are preferred but not required.