Wealth Management Client Assocaite
On-siteTucson, Arizona, United States
Job Summary
Provide client service support to multiple Financial Advisors by addressing all service needs and acting as the primary point of contact. Educate clients on bank offerings, ensure timeliness and accuracy in client materials, and follow up on requests. Assist with policy alignment to protect clients and manage risk, while identifying opportunities to deepen relationships and incorporate banking into daily practices. Cover roles during absences or seasonal increases, maintaining a client-first mindset. This role supports enterprise strategic objectives and operational excellence goals within Merrill Wealth Management, leveraging access to investment insights and banking convenience.
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
- Demonstrates professional verbal and written communication skills
- Bilingual Spanish
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Must be able to work onsite in accordance with the workplace excellence policy
Desired Qualifications
- Demonstrates proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
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