Wealth Management Client Associate- Farmington Hills, Mi

Merrill Wealth Management

Farmington Hills, MI, US
Not specified; not specified; not specified
Onsite
Strong work ethic and results focus
Client-centric mindset in all actions
Ability to learn new technology platforms
Merrill Wealth Management is seeking a Wealth Management Client Associate to join its Farmington Hills, MI office. This role focuses on providing exceptional client service to support Financial Advisors and enhance client relationships within a collaborative and diverse work environment

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement, education, and legacy.
  • The role serves as the primary point of contact for clients, addressing service needs while educating them on banking offerings.
  • The position requires an in-office culture commitment with specific attendance requirements to ensure operational excellence and risk management.

Matching Summary

Match Score: 85

Merrill Wealth Management is seeking a Wealth Management Client Associate to join its Farmington Hills, MI office. This role focuses on providing exceptional client service to support Financial Advisors and enhance client relationships within a collaborative and diverse work environment.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong work ethic and results focus
  • Client-centric mindset in all actions
  • Ability to learn new technology platforms
  • Detail-oriented approach to materials
  • Excellent verbal and written communication

Nice-to-have

  • Experience in fast-paced environments
  • Commitment to continuous professional growth
  • Sound judgment with sensitive information
  • Proactive business development skills
  • Emotional intelligence in client interactions

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired
  • Proficiency with Microsoft Office and Salesforce required

Work Rights

Not specified

Tailored Resume

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