Wealth Management Client Associate

Wealth Management Client Associate provides dedicated client service support to multiple Financial Advisors within Merrill Wealth Management. The role acts as the most frequent point of contact to address service needs, educate clients on banking and investment offerings, ensure timeliness and accuracy of client materials, and support adherence to bank policies and risk management practices. Responsibilities include deepening client relationships, promoting integration of banking solutions into client needs, covering team duties during absences or seasonal increases, and contributing to enterprise objectives and client advocacy. Ideal candidates demonstrate a client-centric mindset, strong work ethic, adaptability to new information and technology platforms, and solid communication skills. Preferred qualifications include FINRA credentials (SIE, Series 7, Series 66; 63/65 accepted in lieu), investment product knowledge, experience delivering complex solutions, proficiency with Microsoft Office and Salesforce, and bilingual Spanish abilities.