Wealth Management Client Associate

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pMerrill 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. /p pMerrill'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. /p pMerrill 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. /p pAt 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. /p pInternal 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. /p h3Job Description: /h3 pThis 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. /p h3Responsibilities: /h3 ul liProvides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings /li liEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests /li liAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk /li liIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA /li liSupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset /li /ul h3Required Qualifications: /h3 ul liIs an enthusiastic,



highly motivated self-starter with a strong work ethic and an intense focus on results /li liDemonstrates a client-centric mindset, always acting in the best interest of the client /li liHas the ability to learn and adapt to new information and technology platforms /li /ul h3Desired Qualifications: /h3 ul liCurrently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) /li liPossesses industry knowledge and an understanding of investment products /li liHas experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience /li liIs comfortable operating in a fast-paced environment with changing and evolving responsibilities /li liIs detail oriented /li liDemonstrates a commitment to continuous learning and professional growth /li liExhibits sound judgment and discretion when handling sensitive information /li liStrong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce /li liDemonstrates professional verbal and written communication skills /li /ul h3Skills: /h3 ul liAccount Management /li liClient Management /li liCustomer and Client Focus /li liIssue Management /li liOral Communications /li liBusiness Development /li liClient Solutions Advisory /li liPipeline Management /li liPrioritization /li liAdministrative Services /li liEmotional Intelligence /li liReferral Identification /li liWritten Communications /li /ul h3Minimum Education Requirement: /h3 pHigh School Diploma / GED / Secondary School or equivalent /p h3Shift: /h3 p1st shift (United States of America) /p h3Hours Per Week: /h3 p37.5 /p #J-18808-Ljbffr

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