Wealth Management Client Associate

Disability Solutions - Lexington, KY

Full-time

Lexington, KY

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 advocating for clients' needs while customizing solutions based on specific requirements. The position serves as a primary point of contact for clients, emphasizing the importance of trust and transparency in the advisory process.

Responsibilities

• Provides excellent client service to the bank's clients by 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 by emphasizing the bank's offerings and promoting the 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.

Requirements

• High School Diploma / GED / Secondary School or equivalent.
• Strong account management skills.
• Excellent client management abilities.
• Customer and client focus with a commitment to service excellence.
• Proficient issue management skills.
• Effective oral and written communication skills.
• Experience in business development and client solutions.
• Ability to manage an advisory pipeline and prioritize tasks effectively.
• Strong emotional intelligence and referral identification skills.

Nice-to-haves

• Experience in administrative services.