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Wealth Management Client Associate

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3 days ago
💰 50K-74K USD/year
🛢️ Workday
Full Time
💼 In-Person
🟡 Junior (0 - 5Years)
💹 Finance Jobs
✍️ Full Description
Merrill Wealth Management seeks a Wealth Management Client Associate to provide client service support to Financial Advisors. Key responsibilities include serving as a point of contact for clients, ensuring timeliness and accuracy in client materials, and assisting with operational excellence goals.

Requirements

  • Series 7 & 66 license
  • Previous wealth management experience
  • High School Diploma / GED / Secondary School or equivalent
  • 37.5 hours/week
  • 1st shift (United States of America)
  • 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

Benefits

  • Discretionary incentive
  • Industry-leading benefits
  • Paid time off
  • Resources and support
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