Wealth Management Client Associate
Core
Provide client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timely and accurate delivery of materials, and promoting banking integration.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service experiences and banking integration solutions for Merrill Wealth Management clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Administrative support, Business development support, Issue management, Salesforce proficiency, Microsoft Office suite, Detail orientation, Fast-paced environment adaptability
Responsibilities
Educate clients on bank service and banking offerings, Ensure timeliness and accuracy in client materials, Assist with policy alignment to support operational excellence and risk management, Identify and deepen client relationships by promoting banking incorporation, Support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level