Wealth Management Client Associate

December 19, 2022

Full-time

Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

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Description

Position Summary: We’re looking for the next generation of Wealth Management Client Associates (WMCA), who will be working with one or more of our 14,000 Professional Financial Advisors to provide service support for their teams and our clients. From day one, you’ll receive training from our award-winning Academy at Merrill, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into new roles, with unlimited opportunity to grow throughout the firm. Our Academy will support you with dedicated programs, tools and resources throughout your career journey.

This role is an instrumental component of a successful practice. The WMCA builds strong and lasting relationships with clients and is often the most frequent point of contact on the advisory team.

Responsibilities:

Have the opportunity to maintain or gain industry licenses and registration.
Work with highly affluent clients around the world; Lead end-to-end onboarding and maintenance activities for new and existing clients.
Provide products and services to each client, working with cross line of business partners
Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
Act as a key team member leading our clients’ digital experience with the firm; Create ease of access and interaction, while protecting their privacy and security
Drive routines that are effective and efficient; Use Salesforce to track all client and partner activities
Find opportunities to innovate every day

Skills and Qualifications:

2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Product Knowledge: Foundational knowledge of investment and banking products preferred
Personal: Energetic and self-motivated; Coachable; Flexible in thoughts and activities; Enjoys a fast-paced environment with changing and evolving responsibility; Detailed oriented; Invested in personal development
Client Relationships: Consistently pursues excellence; Friendly; Creates client confidence; Works quickly to fulfill client needs; Delivers complex solutions; Able to simplify processes for clients; Frequent communication; Exercises an abundance of discretion with sensitive information
Technology: Microsoft Word, Excel and PowerPoint; Salesforce a plus
Communication: Confident and articulate verbal and written communication