Wealth Management Client Associate

Wealth Management Client Associate providing frontline client service support to multiple Financial Advisors within Merrill Wealth Management. Serves as the primary client contact to address service needs, educates clients on banking and investment offerings, ensures accuracy and timeliness of materials, supports operational excellence and risk management, and helps deepen client relationships by integrating banking solutions into day-to-day advisory activities. Collaborates with the FA team, covers team needs during absences or seasonal increases, and upholds a client-first mindset while maintaining strong communication and adherence to policies. Strong emphasis on client experience, attention to detail, and adapting to evolving responsibilities in a fast-paced environment.