Client Service Associate
Core
Provides shared client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timely and accurate handling of client materials and requests.
Role type
Client Service Associate (Wealth Management Operations)
Builds
Client service operations and advisory support for Merrill Wealth Management clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client Management, Account Management, Issue Management, Administrative Services, Pipeline Management, Prioritization, Multi-tasking
Preferred skills
Bilingual in Spanish, Portuguese, or Mandarin, Knowledge of investment and banking products, Strong technological skills
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