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Wealth Management Registered Client Associate

Employer
Merrill Wealth Management
Location
Spokane, Washington
Salary
Commensurate with Experience
Closing date
Nov 29, 2023

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

Job Description:

The Wealth Management Registered Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact within Merrill.  

Specific responsibilities include, but are not limited to:
  • Work with highly affluent clients  
  • 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  
  • Find opportunities to innovate every day

Key Qualifications for the role:
  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • 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  
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication, and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication

Job Band:
H7

Shift: 
1st shift (United States of America)

Hours Per Week:
37.5

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