Wealth Management Client Associate

3 weeks ago

San Antonio, United States VIP Staffing Full time $27 - $80,000
We are a leading global financial services firm, providing wealth management, investment banking, and advisory services to clients worldwide. Our commitment to excellence, integrity, and client-centric solutions has made us a trusted partner for individuals, families, and institutions.

Job Summary
  • You will be 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.
Job DescriptionWe are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

We believe both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

We will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Responsibilities:
    • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
    • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
    • Assists 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
    • Identifies, 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
    • Supports 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
  2. Skills:
    • Account Management
    • Client Management
    • Customer and Client Focus
    • Issue Management
    • Oral Communications
    • Business Development
    • Client Solutions Advisory
    • Pipeline Management
    • Prioritization
    • Administrative Services
    • Emotional Intelligence
    • Referral Identification
    • Written Communications

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