Private Wealth Client Associate

Provide client service support to multiple Financial Advisors within Merrill Wealth Management, including onboarding new accounts, processing wire transfers, completing journal entries, handling householding requests, and overseeing account structuring activities (e.g., bannering/de-bannering). Support senior relationship managers in delivering exceptional client service, educate clients on banking offerings, ensure timeliness and accuracy of client materials, and comply with bank policies to mitigate risk. Leverage systems such as Salesforce and WebEx Softphone; demonstrate a client-centric mindset in a fast-paced environment; contribute to building and maintaining strong client relationships while supporting day-to-day team needs and coverage during absences or seasonal increases. Strong communication, attention to detail, and willingness to learn new platforms are valued for success in this role.