Wealth Management Client Associate
$52,000–$91,520 year
On-siteLos Angeles, California, United States
Los Angeles, California, 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 bank offerings, ensuring timeliness and accuracy in client materials, and following up on all requests. Identify and maintain client relationships while promoting banking incorporation into day-to-day practices and communicating outputs to advisors. Assist with operational excellence, risk management, and team activities, including covering roles during absences or seasonal increases. This role serves as the primary point of contact for client service needs within Merrill Wealth Management.
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 available for 1st shift (United States of America)
- Must 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.