Registered Private Wealth 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 banking integration.
Role type
Private Wealth Client Associate
Builds
Client service operations and advisory support for Merrill Wealth Management clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
FINRA SIE, Series 7, Series 66, investment product knowledge, client relationship management, operational compliance, Microsoft Office, Salesforce
Preferred skills
client experience, fast-paced environment adaptability, detail orientation, continuous learning, sound judgment, computer application proficiency
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Educate clients on bank service and banking offerings; ensure timeliness, accuracy, and completeness in client materials; assist with policy alignment to support operational excellence and risk management; identify and deepen client relationships; support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor