Private Wealth Client Associate
Content + Source + Freshness • 15 Dec 2025 • 95% confidence
Offer value
High value due to the opportunity to work closely with financial advisors and clients, alongside strong growth potential within the wealth management sector.
- Client-focused position with growth potential.
- Opportunity to work alongside financial advisors.
- Requires effective communication and people skills.
Pros
- Promotes strong client relationships and service.
- Good job stability with a reputable employer.
- Opportunities for personal and career development.
Cons
- Ambiguity on pay structure may deter some candidates.
- Workload can vary with client demands.
- May require working extra hours occasionally.
Who it's for
Entry to Mid-level • Office-based
Good fit
- Aspiring wealth management professionals
- Candidates with strong customer service orientation
- Finance individuals who thrive in teamwork.
Not recommended for
- Persons without relevant experience in finance or client-facing roles.
- Applicants seeking non-collaborative tasks.
- Individuals desiring fully remote working conditions.
Motivation fit
Key skills
About the job
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.
Merrill’s 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.
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 bring 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 FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through 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 through emphasizing the bank's offerings and promoting 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
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 / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
37.5
