Registered Wealth Management Client Associate

Provides client service support to potentially multiple Financial Advisors (FAs). Responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific 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; follows up on client and FA requests; ensures practices align with bank policies to support operational excellence and manage risk. Identifies and deepens client relationships by emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA. Supports day-to-day team activities and coverage for absences or seasonal increases, while leading with a client-first mindset.