Job details

Wealth Management Client Associate (FP)

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Job Description:

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.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Average salary estimate

$70000 / YEARLY (est.)

min

max

$60000K

$80000K

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What You Should Know About Wealth Management Client Associate (FP), GHR

Join Merrill Wealth Management in Leesburg, Florida, as a Wealth Management Client Associate (FP) where you'll play a crucial role in supporting our financial advisors and enhancing client experience. At Merrill, we're passionate about guiding our clients through their financial journeys, helping them achieve their unique goals like retirement planning and legacy building. As a Wealth Management Client Associate, your main responsibility will be to provide exceptional service and support to clients, acting as their go-to person for all service needs. You'll work closely with multiple financial advisors, ensuring that client requests are handled promptly and accurately. We're not just about investments; we believe in fostering strong relationships built on trust and transparency. You will facilitate communication between clients and financial advisors, emphasizing the full range of banking and investment options available. Your ability to pay attention to detail and prioritize client needs will be essential in helping to deepen and maintain these valuable relationships. You'll also assist in ensuring that our practices align with bank policies, all while being part of a diverse team that values unique perspectives and a client-first mindset. We believe in the power of community, and at Merrill, you’ll be empowered to bring your authentic self to work, making this an excellent opportunity to thrive both professionally and personally.

Frequently Asked Questions (FAQs) for Wealth Management Client Associate (FP) Role at GHR

What does a Wealth Management Client Associate (FP) do at Merrill Wealth Management?

As a Wealth Management Client Associate (FP) at Merrill Wealth Management, you provide essential client service support to financial advisors. Your role involves ensuring clients receive timely and accurate information regarding banking and investment services. You'll address their inquiries, enhance client relationships, and manage various client-related tasks while aligning with the bank's operational excellence goals, fostering a client-first culture.