Wealth Management Client Associate- San Francisco, Ca

Merrill Wealth Management

San Francisco, CA, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office and salesforce
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 while acting as the primary point of contact for client service needs.
  • Employees are eligible for an annual discretionary award based on individual performance and the overall success of the company.

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/Equity: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Strong client-centric mindset
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office and Salesforce

Nice-to-have

  • Experience in fast-paced environments
  • Detail-oriented approach to work
  • Commitment to continuous professional growth

Key Requirements

  • Bachelor's Degree or relevant experience
  • FINRA SIE, Series 7, or Series 66 certification preferred
  • High School Diploma minimum requirement

Work Rights

Not specified

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