Wealth Management Client Associate

Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to multiple Financial Advisors. The ideal candidate will be enthusiastic, highly motivated, and have a strong work ethic, with a focus on results and client satisfaction. The role involves providing excellent client service, ensuring timeliness and accuracy in client materials, and identifying opportunities to deepen and maintain client relationships.

Requirements

• 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

Benefits

• Discretionary incentive eligible
• Paid time off
• Industry-leading benefits