Private Wealth Client Associate
Wayne, NE · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Wayne, NE · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Wayne, NE · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Hyannis, NE · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Hyannis, NE · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Wayne, NE · On-site
$36K - $46K/yr
Our Entry Level Client Relations Associate will focus on identifying and developing relationships ... solutions and guidance in relation to business opportunities. Communicated demand and market ...
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Wayne, NE · On-site
$36K - $46K/yr
Our Entry Level Client Relations Associate will focus on identifying and developing relationships ... solutions and guidance in relation to business opportunities. Communicated demand and market ...
Omaha, NE · On-site
$74K - $115K/yr
The Solutions Engineer will accurately build and scope solutions that align with client business ... QUALIFICATIONS: * An associate degree and three years of relevant experience; or equivalent ...
Omaha, NE · On-site
$74K - $115K/yr
The Solutions Engineer will accurately build and scope solutions that align with client business ... QUALIFICATIONS: * An associate degree and three years of relevant experience; or equivalent ...
Omaha, NE · On-site
$74K - $115K/yr
The Solutions Engineer will accurately build and scope solutions that align with client business ... QUALIFICATIONS: * An associate degree and three years of relevant experience; or equivalent ...
Omaha, NE · On-site
$74K - $115K/yr
The Solutions Engineer will accurately build and scope solutions that align with client business ... QUALIFICATIONS: * An associate degree and three years of relevant experience; or equivalent ...
Omaha, NE · Remote
$83K - $150K/yr
Associate Director - Business Sales Director - Outside Sales Position Summary Our Outside Sales ... Customers rely on solutions that improve efficiency and security so they can achieve their goals.
Omaha, NE · Remote
$83K - $150K/yr
Associate Director - Business Sales Director - Outside Sales Position Summary Our Outside Sales ... Customers rely on solutions that improve efficiency and security so they can achieve their goals.
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Analyze problems and establish solutions in a fast paced environment. * Use mathematics sufficient ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Analyze problems and establish solutions in a fast paced environment. * Use mathematics sufficient ...
You will support innovative financial technology solutions that help our clients serve their ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...
You will support innovative financial technology solutions that help our clients serve their ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...
You will support innovative financial technology solutions that help our clients serve their ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...
You will support innovative financial technology solutions that help our clients serve their ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...
Bellevue, NE · On-site
$35K - $45K/yr
... client engagement, and technology-driven solutions , and who enjoys research, outreach, and ... The Inside Sales Associate will work closely with senior business development and capture staff to ...
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Bellevue, NE · On-site
$35K - $45K/yr
... client engagement, and technology-driven solutions , and who enjoys research, outreach, and ... The Inside Sales Associate will work closely with senior business development and capture staff to ...
Omaha, NE · Remote
$67K - $86K/yr
Associate degree in a related field and/or equivalent combination of experience and education is ... Overall understanding of all Velera Products and Solutions and how they are implemented with the ...
Omaha, NE · Remote
$67K - $86K/yr
Associate degree in a related field and/or equivalent combination of experience and education is ... Overall understanding of all Velera Products and Solutions and how they are implemented with the ...
Lincoln, NE · On-site
$25 - $27/hr
Client Solutions Advisory * Issue Management * Problem Solving * Active Listening * Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent ...
Lincoln, NE · On-site
$25 - $27/hr
Client Solutions Advisory * Issue Management * Problem Solving * Active Listening * Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent ...
S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and ...
S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and ...
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... and solutions to help them feel confident about the plans they are making, whether for today ...
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Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... and solutions to help them feel confident about the plans they are making, whether for today ...
Omaha, NE · On-site
$54K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide ... and solutions to help them feel confident about the plans they are making, whether for today ...
Omaha, NE · On-site
$54K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide ... and solutions to help them feel confident about the plans they are making, whether for today ...
$54K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... and solutions to help them feel confident about the plans they are making, whether for today ...
$54K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... and solutions to help them feel confident about the plans they are making, whether for today ...
Omaha, NE · On-site
$54K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide ... and solutions to help them feel confident about the plans they are making, whether for today ...
Omaha, NE · On-site
$54K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide ... and solutions to help them feel confident about the plans they are making, whether for today ...
$54K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... and solutions to help them feel confident about the plans they are making, whether for today ...
$54K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... and solutions to help them feel confident about the plans they are making, whether for today ...
Lincoln, NE · On-site
$25 - $27/hr
Client Solutions Advisory * Issue Management * Problem Solving * Active Listening * Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent ...
Lincoln, NE · On-site
$25 - $27/hr
Client Solutions Advisory * Issue Management * Problem Solving * Active Listening * Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent ...
Omaha, NE · Hybrid
$100K - $125K/yr
Client Executive (Group Benefits) - Minneapolis, MN-Hybrid Apply now Job no: 504823 Work type ... associates, leading cross-functional initiatives, and recommending solutions that enhance ...
Omaha, NE · Hybrid
$100K - $125K/yr
Client Executive (Group Benefits) - Minneapolis, MN-Hybrid Apply now Job no: 504823 Work type ... associates, leading cross-functional initiatives, and recommending solutions that enhance ...
$9.63 - $12.29
3% of jobs
$12.29 - $14.96
12% of jobs
$16.11 is the 25th percentile. Wages below this are outliers.
$14.96 - $17.63
23% of jobs
The median wage is $18.90 / hr.
$17.63 - $20.29
24% of jobs
$22.48 is the 75th percentile. Wages above this are outliers.
$20.29 - $22.96
15% of jobs
$22.96 - $25.63
10% of jobs
$25.63 - $28.29
6% of jobs
$28.29 - $30.96
2% of jobs
$30.96 - $33.63
2% of jobs
$33.63 - $36.30
1% of jobs
$36.30 - $38.96
1% of jobs
$9
$21
$38
| Aspect | Client Solutions Associate | Account Manager |
|---|---|---|
| Primary Role | Supports client needs, assists in solution delivery, and coordinates between teams | Manages client accounts, maintains relationships, and drives account growth |
| Required Skills | Communication, problem-solving, product knowledge | Relationship management, sales, strategic planning |
| Work Environment | Collaborative, team-oriented, often in client-facing settings | Client-focused, sales-driven, often in account management teams |
| Common Usage | Used in tech, consulting, and service industries | Common in advertising, marketing, and SaaS sectors |
The main difference is that a Client Solutions Associate primarily supports client needs and coordinates solutions, while an Account Manager focuses on managing client relationships and growing accounts. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and focus.

Full-time
Posted 11 days ago
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:Â
37.5Sourced by ZipRecruiter
Finance and insurance
10,000+ Employees
Charlotte, NC, US
1998