Registered Wealth Management Client Associate Bilingual Spanish
Overview
Merrill Wealth Management seeks a Registered Wealth Management Client Associate to provide dedicated operational and sales support to financial advisors and clients. This sales support role involves educating clients on banking offerings and ensuring compliance with bank policies. The ideal candidate is bilingual Spanish speaker with strong client service skills.
What You'll Do11
- 1Provide excellent client service by educating them on all of the bank's service and banking offerings
- 2Ensure timeliness accuracy and completeness in client materials and follow up on all client and financial advisor requests
- 3Assist with aligning practices with bank policies to support operational excellence and manage risk
- 4Identify deepen and maintain client relationships by emphasizing bank offerings and promoting integration into daily practices
- 5Support day-to-day team activities and needs including covering roles during absences or seasonal increases
- 6Lead with a client-first mindset while collaborating with internal teams
- 7Maintain detailed knowledge of investment products and regulatory requirements
- 8Demonstrate adaptability to new information and technology platforms
- 9Communicate effectively in both English and Spanish to meet diverse client needs
- 10Deliver complex solutions that enhance client experience
- 11Uphold confidentiality and handle sensitive information with discretion
Requirements10
- 1Currently holds FINRA Securities Industry Essentials SIE Series 7 and Series 66 (63 and 65 accepted in lieu of 66)
- 2Possesses advanced industry knowledge and understanding of investment products
- 3Enthusiastic self-starter with strong work ethic and focus on results
- 4Bilingual Spanish fluency
- 5Experience working with clients and fulfilling their needs
- 6Comfortable in fast-paced environment with evolving responsibilities
- 7Detail-oriented individual with commitment to continuous learning
- 8Sound judgment and discretion when handling sensitive information
- 9Strong computer application skills including Microsoft Office Suite and Salesforce
- 10Professional verbal and written communication abilities
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRegistered Private Wealth Client Associate - Bilingual Spanish
Merrill Wealth Management seeks a Registered Private Wealth Client Associate to lead client service support across multiple Financial Advisors. The role drives client satisfaction by educating customers on banking offerings and ensures timely accurate service delivery. Candidates will align practices with bank policies to safeguard clients and manage risk while fostering relationships through personalized banking integration. This position offers a client first mindset within a collaborative team environment.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRegistered Wealth Management Client Associate
Merrill Wealth Management seeks Registered Wealth Management Client Associate to deliver operational support across multiple financial advisors. This role emphasizes client service excellence and aligns with bank policies to ensure risk management and practice alignment. The position offers a collaborative environment fostering career development and work-life balance.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRegistered Wealth Management Client Associate at Merrill Lynch
Merrill Wealth Management seeks a Registered Wealth Management Client Associate to deliver client service support across multiple Financial Advisors. The role focuses on client advocacy and customized solutions while aligning with bank policies to ensure operational excellence and risk management. This position emphasizes a client-first mindset and requires expertise in financial advisory services.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedWealth Management Client Associate
Merrill Wealth Management seeks a client service professional to drive service excellence across multiple Financial Advisors. This role focuses on supporting strategic objectives and client advocacy while customizing solutions. It emphasizes being the primary client contact and aligning practices with bank policies.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedWealth Management Client Associate at Merrill Lynch
Merrill Wealth Management seeks a client focused associate to drive personalized financial solutions for diverse clientele. The role blends technical expertise with relationship building to deliver tailored investment strategies. Candidates thrive in collaborative settings while maintaining high standards of service excellence.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRegistered Private Wealth Client Associate at Merrill Lynch
Merrill Wealth Management seeks a Registered Private Wealth Client Associate to lead client service support for multiple Financial Advisors. The role focuses on client advocacy and delivering customized solutions while aligning with bank policies. Candidates will act as the primary point of contact for client needs and ensure operational excellence.