Desired Job Title
Wealth Management Client AssociateWork Type
Full TimeLocation Preference
RemoteHybridLocation: Madisonville, LA
Open to relocation: No
Open To Work
Shaina O'Neil
Madisonville
Work Preference
Summary
Detail-oriented Wealth Management Client Associate with a strong commitment to client service excellence and compliance. Proven ability to manage administrative operations and resolve inquiries, ensuring high client satisfaction and trust.
Overview
15
15
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
Boston, MA
05.2011 - 06.2026
Acted as the primary point of contact for a large wealth management team, supporting advisors and highh-net-worth clients with account administration, service requests, and timely issue resolution.
Manage daily administrative operations including account maintenance, incoming correspondence, and audit preparation.
Resolve client inquiries, escalate complex matters to advisors or compliance, and maintain client trust while protecting firm assets.
Implement and follow risk-mitigation and loss-prevention procedures; consistently meet audit requirements and contribute to process improvements that enhance efficiency and client satisfaction.
Known for strong attention to detail, dedication to compliance, and commitment to service excellence.
Education
Bachelor of Arts - Political Science
Assumption University
Worcester05-2010
Skills
Salesforce expertise
Microsoft Office proficiency
Concur expertise
Client Relationship Management
Attention to detail
Task management
Growth Oriented
Financial Analysis
Timeline
Wealth Management Client Associate
Merrill Lynch
05.2011 - 06.2026
Bachelor of Arts - Political Science
Assumption University
Internships
Worcester District Court Clerk's Office Worcester, MA
Summer 2009
Accompanied Case Coordinator II to Worcester State Hospital for mental health commitment hearings.
Assisted Sessions Clerks with paperwork for Mittimus', Habeas Corpus, and Notice of Appointment of Counsel during arraignment sessions.
Assisted Judicial Secretary II in mental health evaluations for Section 35 hearings.
Served the public in Clerk's Office by handling pending criminal matters in efficient, confidential, and professional matter.