Wealth Management Client Associate

Merrill Wealth Management seeks a Wealth Management Client Associate to provide client service support to Financial Advisors, responsible for client advocacy, operational excellence, and customization of solutions based on client needs. This role is responsible for educating clients on bank services, ensuring timeliness and accuracy in client materials, and maintaining client relationships. The ideal candidate is enthusiastic, motivated, and able to learn and adapt to new information and technology platforms. Desired qualifications include FINRA Securities Industry Essentials, Series 7, 63/65 or 66, industry knowledge, and administrative assistant experience.

Requirements

• Provide excellent client service to bank clients
• Ensure timeliness, accuracy, and completeness in client materials
• Assist with ensuring practices are in alignment with the bank's policies and procedures
• Identify, deepen, and maintain client relationships
• Support day-to-day team activities and needs

Benefits

• Industry-leading benefits
• Paid time off
• Discretionary incentive eligible
• Annual discretionary plan