Wealth Management Client Associate

Merrill Wealth Management

San Jose, CA, US
Base: $25.00 - $44.00 hourly; bonus: discretionary...
Fully remote
Strong work ethic and results focus
Ability to learn new technology platforms
Detail-oriented with high accuracy standards
This role provides excellent client service by educating clients on banking offerings and ensuring timeliness and accuracy in all materials

Job Summary

  • This role provides excellent client service by educating clients on banking offerings and ensuring timeliness and accuracy in all materials.
  • The position requires supporting enterprise strategic objectives and operational excellence while acting as the primary point of contact for client needs.
  • Employees are eligible for an annual discretionary award based on individual performance and company success, along with industry-leading benefits.

Matching Summary

This role provides excellent client service by educating clients on banking offerings and ensuring timeliness and accuracy in all materials.

Salary

Base: $25.00 - $44.00 hourly; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Strong work ethic and results focus
  • Ability to learn new technology platforms
  • Detail-oriented with high accuracy standards
  • Fast-paced environment adaptability
  • Excellent verbal and written communication

Nice-to-have

  • Enthusiastic self-starter mentality
  • Invested in personal development
  • Experience with Salesforce platform
  • Emotional intelligence and discretion
  • Background in diverse team cultures

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, 63/65, or 66 desired
  • Bachelor's Degree preferred
  • FDIC and FINRA compliance restrictions apply

Work Rights

Not specified

Tailored Resume

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