Wealth Management Client Associaate

Merrill Wealth Management

Not specified; not specified; not specified
**
Client-centric mindset with strong work ethic
Excellent verbal and written communication skills
Proficiency in microsoft office and salesforce
** Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors, ensuring operational excellence while customizing solutions for clients. The ideal candidate should be client-focused, adaptable, and possess strong communication and organizational skills. **

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement, education, and legacy.
  • The role involves serving as the primary point of contact for clients to address service needs while supporting Financial Advisors' strategic objectives.
  • The team values diversity, transparency, and an in-office culture that empowers employees to bring their whole selves to work.

Matching Summary

Match Score: 75

** Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors, ensuring operational excellence while customizing solutions for clients. The ideal candidate should be client-focused, adaptable, and possess strong communication and organizational skills. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Experience in fast-paced evolving environment
  • Sound judgment handling sensitive information
  • 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 policy

Work Rights

Not specified

Tailored Resume

Cover Letter