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 banking integration into client practices.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service experiences and banking integration solutions for Merrill Wealth Management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Administrative services, Microsoft Office (Word, Excel, PowerPoint), Salesforce, Detail orientation, Sound judgment
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, 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 and risk management, Identify and deepen client relationships, Support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level