Wealth Management Client Associate

Job Title: Wealth Management Client Associate – Merrill Lynch Wealth Management

Location: Boston, MA

Employment Type: Full-time 

Overview:

Our Boston based Wealth Management team is seeking a highly motivated and detail orientated Client Associate to join our dynamic and growing practice.  The ideal candidate is client-focused, organized, and thrives in a fast paced, professional environment.  This individual will play a key role in supporting financial advisors and ensuring the highest level of client service and operational efficiency. 

Key Responsibilities:

Wealth Management Client Associate – WMCA

• Serve as a primary point of contact for clients regarding account inquiries, service requests, and operational needs.
• Build and maintain strong relationships with clients through proactive communication and responsiveness. 
• Coordinate client onboarding, account openings, and documentation processing. 
• Facilitate money movements, wire transfers, contributions, and distributions. 

Operational Support:

• Prepare and process forms for account maintenance, transfers, and updates.
• Maintain accurate and up-to-date client records in CRM systems, and internal databases.
• Assist in preparing client review materials and reports.
• Ensure compliance with firm policies and regulatory requirements.

Team & Advisor Support:

• Collaborate closely with advisors and other team members to ensure smooth execution of day-to-day activities.
• Support marketing and business development initiatives, including client events and communications. 
• Help manage calendars, schedule client meetings, and track key deliverables. 

Qualifications:

• Bachelor’s degree, preferred in industry related major
• 1-3 years of experience in financial services, preferably in a client service or support role
• Series 7 and 66 preferred or willingness to obtain with in a year of hire
• Exceptional interpersonal, verbal, and written communication skills.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office Suite
• Ability to manage multiple priorities and work independently in a high-touch, client-centric environment. 

What we Offer:

• A collaborative, team-oriented environment.
• Exposure to high-net-worth clients and complex wealth management strategies.
• Opportunities for professional development and advancement. 
• Competitive compensation and benefits. 

To Apply:

• Please submit your resume and a brief cover letter outlining your interest in the position and relevant experience to brian.hanseth@gmail.com