Wealth Management Client Associate

Merrill Wealth Management is seeking a dedicated Wealth Management Client Associate to join our team. In this role, you will be responsible for providing comprehensive client service support to multiple Financial Advisors, serving as a primary point of contact for client inquiries, and helping individuals, families, and institutions pursue their financial and life goals.

Your day-to-day responsibilities will involve:

• Delivering exceptional client service by educating clients on available bank and wealth management offerings.
• Ensuring the timeliness, accuracy, and completeness of all client materials and following up diligently on requests from both clients and Financial Advisors.
• Maintaining alignment with company policies and procedures to support operational excellence and manage risk.
• Identifying opportunities to deepen client relationships, promoting the incorporation of banking solutions into daily practices, and communicating insights to the advisory team.
• Supporting broader team activities, stepping in to cover roles during absences, and maintaining a client-first mindset at all times.

We are looking for an enthusiastic, highly motivated self-starter with a strong work ethic, a client-centric focus, and the ability to adapt to new technology platforms quickly. While not strictly required, candidates who hold or are pursuing FINRA credentials such as the SIE, Series 7, Series 66, Series 63, or Series 65, along with those bringing prior experience in client management, account administration, or financial services, are strongly encouraged to highlight these qualifications.

This position requires a minimum of a High School Diploma, GED, or equivalent. The standard work schedule is first shift with a commitment of 37.5 hours per week. In alignment with our collaborative in-office culture, this role is designed to be performed onsite.

If you are detail-oriented, possess strong communication skills, and are eager to grow your career within a collaborative financial environment, we invite you to apply and help us empower our clients to build the future they envision.