Wealth Management Client Associate

$55,000 - $75,000 yearly
  • The Resume Review - Recruiting Department
  • Mill Valley, CA, USA
  • Sep 16, 2022
Full time Accounting Finance

Job Description

Job description
Join the Team
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 WCMA builds strong and lasting relationships with clients and is often the most frequent point of contact on the advisory team. In the WMCA role, you will:
  • 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
Education and/or Experience:
  • 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
Desired Skills:
  • 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 fulfil 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
As a Wealth Management Client Associate, you can look forward to:
  • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes
  • Resources and dedicated support to help you reach your full potential throughout your career
  • A benefits program designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow
  • Working with industry leading technology
  • Progressive workplace practices and initiatives that promote inclusion
 We'll help you:
  • Build a successful career at this company's Merrill Lynch through world-class training and on-boarding programs that set you up for success
  • Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility
  • Continuously learn and advance your career goals through intentional career paths to the next best role
  • Use resources and innovative technologies to optimize the client experience
  • Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients' financial life priorities and connect them to our solutions that meet their financial goals
  • Expand your business knowledge and network by partnering with experts in consumer, small business and lending
  • Become an expert in using digital resources and technologies to optimize the client's digital preferences
We're a culture that:
  • Believes in responsible growth and is dedicated to supporting the communities we serve
  • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
  • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world
  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
  • Please be advised that under current company policy, Merrill does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position