Wealth Management Client Associate, Merrill Lynch Portland
Overview
As a Wealth Management Client Associate at Merrill Lynch, you will own the client service experience for a portfolio of high-net-worth clients, working directly with multiple Financial Advisors. You will be the primary point of contact for all service needs, ensuring every interaction is accurate, timely, and personalized. You'll join a collaborative team that values transparency, diversity, and career growth, with access to the full investment insights of Merrill and the banking convenience of Bank of America. This role thrives on in-office collaboration, with a supportive environment that invests in your professional development.
What You'll Do7
- 1Serve as the primary daily contact for clients, educating them on Merrill and Bank of America service and banking offerings to deepen relationships.
- 2Produce accurate and timely client materials, following up on all client and Financial Advisor requests to ensure completion and accuracy.
- 3Align practice operations with firm policies and procedures, supporting operational excellence and managing risk.
- 4Identify client needs and promote banking integration into daily practices, communicating insights to the Financial Advisor.
- 5Support team activities, including covering roles during absences or peak seasons, always leading with a client-first mindset.
- 6Manage client onboarding and documentation, ensuring all regulatory and compliance requirements are met.
- 7Leverage Salesforce and other tools to track client interactions and streamline service delivery.
Requirements8
- 1High School Diploma or equivalent.
- 21+ years of client service experience in financial services or a related field.
- 3FINRA Series 7 and Series 66 (or 63 and 65 in lieu of 66) preferred, or willingness to obtain within a specified timeframe.
- 4Strong proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce.
- 5Demonstrated ability to learn and adapt to new technology platforms.
- 6Client-centric mindset with a focus on delivering excellent service.
- 7Exceptional attention to detail and sound judgment when handling sensitive information.
- 8Strong verbal and written communication skills, with the ability to explain complex concepts clearly.
Salary Insight
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