Chase Crum

Private Wealth Management Client Associate @Merrill Lynch

Provide high-level support to Financial Advisors and Wealth Managers in managing client relationships and accounts- Serve as the main point of contact for clients, ensuring a seamless and personalized experience by handling inquiries, requests, and service needs- Prepare and process new account applications, asset transfers, and other onboarding documentation with accuracy and compliance to firm policies- Maintain and update client records, ensuring all documentation is current and compliant with regulatory standards - Coordinate and assist in the execution of client transactions, including wire transfers, and account maintenance requests- Support client meetings by preparing presentation materials, performance reports, and follow-up action items- Monitor client portfolios and accounts for activity, cash flow, asset allocation, and risk exposure, flagging inconsistencies or issues- Assist with marketing initiatives such as client events, email campaigns, or social media outreach tailored to high-net-worth individuals- Stay informed on market trends, investment products, and wealth management strategies to support client engagement and advisor needs.