Wealth Management Client Associate

Company Description

Founded in 1914, Merrill is a global leader in wealth management, dedicated to helping clients achieve their financial goals. Merrill advisors combine extensive financial expertise with a personalized understanding of client needs, offering tailored strategies in areas such as investment management, retirement planning, college savings, and more. Operating as part of Bank of America Corporation's Global Wealth & Investment Management business, Merrill integrates the strengths of both organizations to deliver comprehensive financial guidance. The company is firmly committed to putting clients first and providing insights that focus on their financial well-being and goals.

Role Description

The Wealth Management Client Associate is a full-time, on-site role based in Jacksonville, FL. In this position, the associate will support financial advisors by managing client relationships, assisting with financial planning, and providing exceptional client service. Daily responsibilities include handling account inquiries, preparing reports, coordinating client communications, and ensuring compliance with company procedures and regulatory requirements. This role requires a strong focus on attention to detail, client satisfaction, and proficient use of financial tools and platforms.

Qualifications

• Foundational knowledge and skills in Financial Planning and Investments
• Strong Communication skills to effectively interact with clients and team members
• Sharp Analytical Skills and expertise in Finance for problem-solving and decision-making
• Ability to work efficiently in a professional, client-centered environment
• Proficiency with technology and financial tools
• Bachelor’s degree in Finance, Business, Economics, or a related field preferred
• Prior experience in financial services and client management is a plus
• Licenses such as Series 7 and Series 66, or ability to earn them within a designated timeframe