Wealth Management Seasonal Client Associate (fp) - Private Wealth Central Market

Merrill Wealth Management

Chicago, IL, United States
Base: $25.00 - $30.00 hourly; bonus/equity: not sp...
Onsite
Strong work ethic and results focus
Client-centric mindset and communication
Detail oriented with computer skills
This role provides excellent client service by educating clients on banking offerings and ensuring timeliness and accuracy in materials

Job Summary

  • This role provides excellent client service by educating clients on banking offerings and ensuring timeliness and accuracy in materials.
  • The position supports enterprise strategic objectives and operational excellence while acting as the primary point of contact for client needs.
  • Employees are eligible for industry-leading benefits including paid time off and resources to contribute to sustainable business growth.

Matching Summary

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

Salary

Base: $25.00 - $30.00 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Strong work ethic and results focus
  • Client-centric mindset and communication
  • Detail oriented with computer skills

Nice-to-have

  • Experience in fast-paced environment
  • Commitment to continuous learning
  • Sound judgment handling sensitive info

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter