Wealth Management Client Associate
$52,000–$91,520 year
On-siteBoulder, Colorado, United States
Boulder, Colorado, United StatesOn-siteFull Time$52,000–$91,520 yearEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on banking offerings, ensuring timeliness and accuracy in client materials, and following up on all requests. Maintain client relationships by promoting the incorporation of banking into daily practices while communicating outputs to advisors. Support operational excellence by ensuring practices align with bank policies to protect clients and manage risk, and cover team roles during absences or seasonal increases. Serve as the primary point of contact for client service needs within Merrill.
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
- Demonstrates strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- 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
- 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
- Demonstrates strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
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