Wealth Management Client Associate

Provides client service support to potentially multiple Financial Advisors (FAs) and serves as the most frequent point of contact with Merrill clients. Educates clients on bank services and offerings, ensures timeliness and accuracy in client materials, follows up on FA requests, and aligns practices with bank policies to support operational excellence and risk management. Identifies, deepens, and maintains client relationships by promoting banking offerings, supports day-to-day team activities (covering roles during Absences or seasonal needs), and helps deliver an excellent client experience. Requires a client-centric mindset, strong work ethic, ability to learn new information and technology platforms, and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Onsite in-office role per workplace policy; 40 hours per week. Internal employees working from home may be required to work onsite as applicable. Desired qualifications include FINRA SIE, Series 7, and/or Series 66 (63/65 accepted in lieu) and experience with investment products and client-facing roles.