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 the integration of banking services into client relationships.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service workflows and integrated banking solutions for Merrill Wealth Management clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Cross-selling banking products, Administrative support, Salesforce proficiency, Microsoft Office suite, Issue resolution
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Business development, Pipeline management
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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 team activities including coverage during absences
Seniority
Individual Contributor, Entry to Mid-level