Client Service Associate

Provides shared client service support to potentially multiple Financial Advisors (FAs) who have both short-term and long-term coverage needs; serves as the most frequent point of contact within Merrill to address all service needs of clients; educates clients on the bank's service and banking offerings; ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests; supports operational excellence and risk management; identifies and deepens client relationships by promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA; supports day-to-day team activities and coverage during absences or seasonal increases, maintaining a client-first mindset.