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 into client practices.
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, Client relationship management, Operational compliance, Banking product promotion, Administrative support, Microsoft Office (Word, Excel, PowerPoint), Salesforce, Detail orientation, Adaptability
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client experience, Fast-paced environment tolerance, Continuous learning commitment, Sound judgment
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint