Wealth Management Client Associate

Wealth Management Client Associate provides client service and education on Merrill Wealth Management's banking and investment offerings to support clients’ goals. Responsibilities include ensuring timely, accurate client materials, following bank policies and procedures to manage risk, identifying and deepening client relationships, promoting integration of banking into day-to-day activities, and supporting day-to-day team needs with a client-first mindset. The role emphasizes collaboration with Financial Advisors, adherence to regulatory requirements, and strong communication and problem-solving to deliver a high-quality client experience. Ideal candidates demonstrate enthusiasm, a client-centric mindset, adaptability to technology platforms, and the ability to operate in a fast-paced environment while maintaining attention to detail. Current or pursuing FINRA securities qualifications (SIE, Series 7, and/or Series 66 with 63/65 accepted in lieu) are favorable; experience with client-facing roles and proficiency in common business software (MS Office and Salesforce) are desired.