Private Wealth Client Associate
On-site · Atlanta, Georgia, United States
Job Summary
Private Wealth Client Associate at Merrill Wealth Management supports multiple Financial Advisors by delivering proactive client service and onboarding. Responsibilities include new account onboarding, processing wire transfers, completing journal entries, managing householding requests, overseeing bannering and de-bannering activities, and handling complex account openings (RCMA/RCMA II). The role emphasizes educating clients on bank services, ensuring timeliness and accuracy of client materials, aligning practices with bank policies to support operational excellence and risk management, and deepening client relationships through a client-first mindset. Preferred experience with Salesforce and WebEx Softphone, and the ability to operate in a fast-paced environment while accommodating role-specific flexibility and in-office collaboration. Shift: 1st shift, 37.5 hours per week, with eligibility for some remote work per policy. Internal employees working from home may be required to work onsite according to policy.
Required Qualifications
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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