Wealth Management Client Associate
On-sitePonte Vedra Beach, Florida, United States
Ponte Vedra Beach, Florida, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentLarge
Full TimeMid LevelHigh School Or EquivalentLarge
Job Summary
Provides client service support to potentially multiple Financial Advisors (FAs); serves as the most frequent point of contact within Merrill to address all service needs of clients; educates clients on banking offerings; ensures timeliness and accuracy in client materials; supports alignment with bank policies and procedures to support operational excellence and risk management; identifies and deepens client relationships by promoting banking offerings; supports day-to-day team activities and acts to cover roles during absences or seasonal needs, always leading with a client-first mindset.
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
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- FINRA SIE
- Series 7
- Series 66 (63/65 accepted)
- Investment products knowledge
- Client service experience
- Proficiency with Microsoft Word, Excel, PowerPoint, Salesforce
- Strong verbal and written communication skills
- Detail oriented
- Ability to work in fast-paced environment
- Professional judgment and discretion
- Commitment to continuous learning
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