Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred
Core
Provide client service support to Financial Advisors and their clients by managing service requests, ensuring material accuracy, and promoting banking offerings.
Role type
Registered Private Wealth Client Associate
Builds
Client service operations and advisory support for Merrill Wealth Management clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
FINRA SIE, Series 7, Series 66 licenses, investment product knowledge, client relationship management, operational compliance, Salesforce proficiency
Preferred skills
Bilingual English/Portuguese or English/Spanish, complex solution delivery, fast-paced environment adaptability, Microsoft Office suite proficiency
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank service and banking offerings, ensure timeliness and accuracy in client materials, assist with policy alignment to manage risk, identify and deepen client relationships, support day-to-day team activities and coverage needs
Seniority
Individual Contributor, entry to mid-level