Wealth Management Client Support Specialist

National Black MBA Association; Providence, Northern (RI, KY); Hybrid; USD 34,000 - 62,000; Full time

Job summary

Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors in delivering tailored wealth management solutions. You will act as the primary contact for client service needs and help align activities with enterprise objectives.

The role emphasizes regulatory license requirements (SIE, Series 7, 66) and a client-centric mindset, with on-site work and opportunities to collaborate across teams within the wealth management platform.

Qualifications

• Requires FINRA SIE, Series 7, and Series 66 (63/65 can replace 66). Licenses must be obtained if hired into a registered role.

Responsibilities

• Provide client service support to Financial Advisors (FAs).
• Support enterprise strategic objectives and client advocacy within the FA's business.
• Serve as the main point of contact for client service needs within Merrill.

Skills

FINRA SIE

Series 7

Series 66

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors in delivering tailored wealth management solutions. You will act as the primary contact for client service needs and help align activities with enterprise objectives.

The role emphasizes regulatory license requirements (SIE, Series 7, 66) and a client-centric mindset, with on-site work and opportunities to collaborate across teams within the wealth management platform.