Wealth Management Client Associate
$52,000–$91,520 year
On-site · Walnut Creek, California, United States
Job Summary
Provides client service support to Merrill Wealth Management's Financial Advisors, serving as the most frequent point of contact to address client service needs. Educates clients on the bank's service offerings, ensures timeliness and accuracy of client materials, and follows bank policies to support operational excellence and risk management. Identifies, deepens, and maintains client relationships by promoting banking offerings within day-to-day practices and communicating outputs to the Financial Advisor. Supports day-to-day team activities and coverage during absences or seasonal increases, maintaining a client-first mindset.
Required Qualifications
- High School Diploma or GED or equivalent
- Enthusiastic self-starter
- client-centric mindset
- strong work ethic
- ability to learn and adapt to new information and technology platforms
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