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.
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, Account management, Issue management, Business development, Administrative services, Microsoft Office proficiency, Salesforce proficiency, Detail orientation
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client-facing experience, Fast-paced environment adaptability
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 team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level