Wealth Management Client Associate

Disability Solutions • Vienna, VA

417d

About The Position

The position at Merrill Wealth Management involves providing client service support to multiple Financial Advisors (FAs). The role focuses on enhancing client relationships, ensuring operational excellence, and customizing solutions to meet client needs. The individual will serve as a primary point of contact for clients, addressing their service needs and supporting the strategic objectives of the advisory team.

Requirements

• High School Diploma / GED / Secondary School or equivalent.
• Experience in account management and client management.
• Strong customer and client focus with excellent issue management skills.
• Effective oral and written communication skills.
• Ability to prioritize tasks and manage an advisory pipeline.

Nice To Haves

• Emotional intelligence to understand and manage client relationships.
• Experience in business development and client solutions.

Responsibilities

• Provides excellent client service to the bank's clients by educating them on all service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists in ensuring practices align with the bank's policies and procedures to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships by promoting the bank's offerings and incorporating banking into daily practices.
• Supports day-to-day team activities and needs, covering roles during absences or seasonal increases, while maintaining a client-first mindset.

Benefits

• Comprehensive wealth management and investment products and services.
• Access to investment insights and banking convenience through Bank of America.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED