Wealth Management Client Associate
Core
Provides client service support to Financial Advisors, acting as the primary point of contact for client service needs and ensuring operational excellence.
Role type
Wealth Management Client Associate
Builds
Client service solutions and banking integration 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
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client relationship management
Responsibilities
Educate clients on bank 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