Wealth Management Client Associate
Core
Provides client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timely and accurate client materials, and promoting the integration of banking services into client practices.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client relationships and banking service adoption for Merrill Wealth Management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Salesforce proficiency, Microsoft Office suite, Issue management, Business development support, Pipeline management, Administrative support
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client-facing experience, Fast-paced environment adaptability, Detail orientation
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 in aligning practices with bank policies to manage risk, Identify and deepen client relationships by promoting banking integration, Support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level