Wealth Management Client Associate

Provide client service support to multiple Financial Advisors (FAs) within Merrill Wealth Management, acting as the main client contact to address service needs, educate clients on bank services, ensure timely and accurate client materials, and support operational excellence and risk management. Assist with deepening client relationships by promoting banking and investment offerings, collaborate with the FA team, cover roles during absences or seasonal needs, and contribute to a client-first advisory environment. Maintain strong communication, organizational skills, and proficiency with standard software (e.g., Word, Excel, PowerPoint, Salesforce) to deliver excellent client experiences and adhere to policies. The role emphasizes in-office collaboration with flexible role-specific requirements while supporting enterprise objectives and ongoing professional growth.