Wealth Management Client Associate - Resident Director’s Assistant
On-site
Core
Sales support and administrative assistance for Financial Advisors, serving as the primary point of contact for established clients.
Role type
Wealth Management Client Associate (Resident Director's Assistant)
Builds
Client relationships and banking integration for Merrill Wealth Management clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Account Management, Client Management, Business Development, Administrative Services, Issue Management, Pipeline Management
Preferred skills
Client Solutions Advisory, Referral Identification, Emotional Intelligence
Responsibilities
Educate clients on bank offerings, ensure timeliness and accuracy in client materials, support office initiatives, maintain client relationships, cover roles during absences