Wealth Management Client Associate
Core
Provides client service and support to Financial Advisors by managing client materials, ensuring policy compliance, and deepening client relationships through banking product integration.
Role type
Wealth Management Client Associate (Support IC)
Builds
Client relationships and banking product adoption for Merrill Wealth Management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Client relationship management, Policy compliance, Administrative support, Banking product knowledge, Microsoft Office proficiency, Salesforce proficiency, Detail orientation
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client experience, Fast-paced environment adaptability, Continuous learning commitment
Technologies
Microsoft Word, Excel, PowerPoint, Salesforce
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 maintain client relationships, Support day-to-day team activities and cover roles during absence
Seniority
Individual Contributor, Entry to Mid-level