Wealth Management Client Associate
On-siteHouston, Texas, United States
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on bank offerings and ensuring timeliness, accuracy, and completeness in all client materials. Assist with operational excellence goals, protect client interests, and manage risk while maintaining alignment with bank policies. Identify and deepen client relationships through customized solutions that incorporate banking into day-to-day practices, communicating outputs directly to advisors. Cover team roles during absences or seasonal increases while leading with a client-first mindset. This role serves as the primary point of contact for client service needs within Merrill Wealth Management, supporting enterprise strategic objectives and fostering personal relationships through transparency.
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
Desired Qualifications
- 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
- Has strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
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