Wealth Management Client Associate - San Antonio, Tx- Spanish Speaker Preferred

Merrill Wealth Management

San Antonio, TX, US
Not specified; not specified; not specified
Onsite
Client-centric mindset and strong work ethic
Excellent verbal and written communication skills
Proficiency with microsoft office and salesforce
This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management

Job Summary

  • This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
  • The position requires acting as the primary point of contact for clients to address all service needs and educate them on banking offerings.
  • Merrill Wealth Management fosters a culture driven by diversity, transparency, and a commitment to helping clients pursue their life goals.

Matching Summary

This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client-centric mindset and strong work ethic
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office and Salesforce

Nice-to-have

  • Spanish language skills preferred
  • Experience in fast-paced financial environments
  • Commitment to continuous professional growth

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired
  • In-office attendance required per Workplace Excellence policy

Work Rights

Not specified

Tailored Resume

Cover Letter