Registered Wealth Management Client Associate

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Registered Wealth Management Client Associate Toms River, New Jersey Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

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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.

Merrills 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.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 brings 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 FAs business while customizing solutions based on their specific needs.

Job Expectations

• Serve as the most frequent point of contact within Merrill to address all service needs of their clients.
• Responsibilities: • Provides excellent Client Service to the banks clients through educating them on all of the banks 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 banks policies and procedures to support operational excellence, protect the banks clients, and manage risk. • Identifies, deepens, and maintains client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FAs. • 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.

Required Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) Series 7 and Series 66, 63, and 65, accepted in lieu of 66.
• Possesses advanced industry knowledge and an understanding of investment products.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.

Desired Qualifications

• Has experience working with clients quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Is detail-oriented.
• Demonstrates a commitment to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrates professional verbal and written communication skills.

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 or GED or equivalent

For internal employees, participation in a work-from-home posture does not make you ineligible to post; however, may require to meet the workplace excellence policy.

Shift 1st shift United States of America Hours Per Week: 37.5

Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge