Wealth Management Client Associate
On-site · Tampa, Florida, United States
Job Summary
Provide client service support to potentially multiple Financial Advisors (FAs) within Merrill Wealth Management, serving as the most frequent point of contact to address client needs. Educate clients on the bank's service and banking offerings, ensure timeliness and accuracy in client materials, and follow up on requests. Align practices with bank policies to support operational excellence, protect clients, and manage risk. Deepen client relationships by promoting banking offerings within day-to-day activities and communicating outputs to the FA. Support day-to-day team activities and cover roles during absences or seasonal needs, while maintaining a client-first mindset. Required qualifications emphasize a client-centric approach, adaptability to new information and technology platforms, and strong communication and problem-solving skills. Desired qualifications include familiarity with FINRA securities concepts (SIE, Series 7/66), industry knowledge of investment products, proficiency with Salesforce and MS Office, and the ability to thrive in a fast-paced environment with evolving responsibilities.
Required Qualifications
- High School Diploma / GED / Secondary School or equivalent
- 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
- Ability to learn and adapt to new information and technology platforms
- Experience with client service, banking offerings, and investment products (desired)
- Strong written and verbal communication skills
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Ability to work in a fast-paced environment with evolving responsibilities
- Detail-oriented
- Commitment to continuous learning and professional growth
- Professional discretion handling sensitive information
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