Kaley F.
Wealth Management Client Associate at Merrill Lynch | BS in Business Analytics and BA in Business Communications
- Role
- Wealth Management Client Associate at Merrill Lynch
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Client Associate
Oct 2023 — Present · US
Provide high-level administrative and client support to multiple Financial Advisors and senior team members within the Wealth Management division, ensuring seamless daily operations and superior client service.Serve as the primary point of contact for clients, addressing inquiries related to accounts, transfers, portfolio updates, and financial documentation with professionalism and confidentiality.Manage scheduling, client communications, and preparation of financial reviews, reports, and presentations for high-net-worth individuals and families.Coordinate with internal departments (e.g, Compliance, Operations, and Research) to ensure timely execution of client requests and adherence to firm policies and regulatory requirements.Maintain CRM systems, update client records, and monitor account activities to ensure accuracy and follow-through on outstanding items.Support business development initiatives by assisting with prospect tracking, marketing materials, and event coordination.Demonstrate in-depth knowledge of Merrill Lynch platforms, investment products, and procedures to anticipate advisor and client needs efficiently.
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