Role OverviewMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role provides client service support to potentially multiple Financial Advisors (FAs), serving as the most frequent point of contact within Merrill to address all service needs of their clients.
What You Will Do
Provide excellent client service by educating clients on service and banking offerings, ensure timeliness and accuracy in client materials, assist with aligning practices with policies to support operational excellence and manage risk, identify and deepen client relationships, and support day-to-day team activities.
Why It Might Be a Fit
This role requires an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, a client-centric mindset, and the ability to learn and adapt to new information and technology platforms. Desired qualifications include FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66, industry knowledge, and experience working with clients.
Requirements
- Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Client-centric mindset, always acting in the best interest of the client
- Ability to learn and adapt to new information and technology platforms
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