Wealth Management Client Associate at Merrill Lynch
Overview
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.
What You'll Do11
- 1Provide comprehensive client service by educating on banking offerings and addressing all service needs
- 2Ensure timely accurate client materials and follow up on all requests
- 3Align practices with bank policies to maintain operational excellence and manage risk
- 4Deepen client relationships through proactive promotion of banking solutions
- 5Support daily team activities and cover roles during absences
- 6Lead with client-first mindset while demonstrating adaptability
- 7Maintain confidentiality and handle sensitive information judiciously
- 8Utilize Microsoft Office Suite and Salesforce proficiently
- 9Develop and manage client pipelines through prioritization techniques
- 10Identify opportunities for business development and referral identification
- 11Contribute to career growth within a supportive organizational culture
Requirements11
- 1High School Diploma or GED accepted
- 2Currently employed or pursuing FINRA SIE Series 7 Series 66 (or 63/65)
- 3Strong client service orientation with proven results
- 4Excellent communication skills both verbal and written
- 5Ability to learn new technologies and adapt quickly
- 6Detail-oriented professional with meticulous attention to accuracy
- 7Commitment to continuous learning and professional development
- 8Sound judgment when managing confidential client information
- 9Experience with account management and client acquisition
- 10Proficiency in Microsoft Word Excel PowerPoint and Salesforce
- 11Demonstrated ability to work independently and collaboratively
Salary Insight
$52 - $92k per year
Location
Required Skills
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