Private Wealth Client Associate

4 weeks ago

Chicago, United States Disability Solutions Full time
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.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

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:

  • 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


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


Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$25.00 - $37.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

  • Private Wealth Associate

    1 week ago

    Chicago, United States AllianceBernstein Holding L.P. Full time

    Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive,...

  • Private Wealth Development Associate

    5 days ago

    Chicago, Illinois, United States AllianceBernstein Full time

    As a Private Wealth Associate at Bernstein Private Wealth Management, you will play a critical role in providing exceptional client service and support. Your primary responsibility will be to partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and...

  • Registered Private Wealth Client Associate

    1 month ago

    Chicago, United States Disability Solutions Full time

    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,...

  • Registered Private Wealth Client Associate

    2 weeks ago

    Chicago, United States Disability Solutions Full time

    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,...

  • Wealth Planner

    1 week ago

    Chicago, United States Corient Private Wealth LLC Full time

    Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

  • Associate, Wealth Client Services

    4 weeks ago

    Chicago, United States Alera Group Full time

    Job Description Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the...

  • Associate, Wealth Client Services

    1 month ago

    Chicago, United States Alera Group Full time

      Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services  to join their Wealth Services  team.     Alera Group was founded in 2017 and has grown to become the 15 th largest broker of US business . We are passionate about our clients’ success in the...

  • Wealth Management Associate

    5 days ago

    Chicago, Illinois, United States Bank of Montreal Full time

    About the JobAs a Wealth Management Associate, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client experiences.Key Responsibilities:Support Private Wealth Advisors in identifying prospective clients and providing product expertise for the financial planning business development,...

  • Associate, Wealth Client Services

    1 month ago

    Chicago, United States Alera Group Full time

     Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee...

  • Client Success Associate

    3 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    As a Client Service Associate at Ritholtz Wealth Management, you will play a critical role in cultivating and enhancing new and existing client relationships. This includes active communication, processing client requests, resolving inquiries, and providing guidance to ensure seamless client experiences.

  • Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About UsRitholtz Wealth Management is a dynamic and innovative wealth management firm based in New York City with a strong presence across the country. Our mission is to provide exceptional service to our clients by leveraging cutting-edge technology, leading content, and time-tested investment strategies.Role OverviewThis role involves cultivating and...

  • Wealth Management Specialist

    3 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About the RoleRitholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are seeking a highly motivated Client Service Associate to join our team and provide exceptional service to our clients.ResponsibilitiesCultivate and enhance new and existing client relationships...

  • Wealth Management Professional

    3 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Our FirmRitholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with a strong presence across the country. We pride ourselves on being a forward-thinking Registered Investment Advisory (RIA) firm that seeks highly motivated and career-oriented individuals who can thrive in a dynamic and collaborative...

  • Wealth Advisor

    1 week ago

    Chicago, United States Private Vista LLC Full time

    Wealth Advisor - You Love to Make Clients Raving FansPrivate VistaCulture driven by our 30 fundamental valuesSteady growth and continuous profitabilityStable client base for over 25 yearsFlexibility on work schedule, office location, and ability to work from homeWe're seeking a wealth advisor to provide additional resources to our expanding client base.Do...

  • Wealth Advisor

    1 week ago

    Chicago, United States Private Vista LLC Full time

    Wealth Advisor - You Love to Make Clients Raving FansPrivate VistaCulture driven by our 30 fundamental valuesSteady growth and continuous profitabilityStable client base for over 25 yearsFlexibility on work schedule, office location, and ability to work from homeWe're seeking a wealth advisor to provide additional resources to our expanding client base.Do...

  • Wealth Management Liaison

    3 weeks ago

    Chicago, Illinois, United States Kai Wealth Full time

    Kai Wealth LLC seeks an Investor Relations Associate to drive our investor outreach and client relationship management efforts. As a key member of our team, you will coordinate online events, investor meetings, and prepare meeting collateral sourced from various team members. This role presents an exciting opportunity to join a dynamic business with strong...

  • Wealth Management Associate

    3 days ago

    Chicago, Illinois, United States IHT Wealth Management Full time

    About IHT Wealth Management">We are a dedicated team of financial experts, committed to delivering personalized service and innovative solutions to our clients. Our goal is to help individuals achieve their financial aspirations and make a lasting impact on their lives.Our Chicago office is a hub for creativity and innovation, where you can grow your career...

  • Client Services Associate

    2 weeks ago

    Chicago, United States IHT Wealth Management Full time

    We are currently looking for a Client Service Associate to join a thriving independent financial advisory practice in one of our Chicago offices. Headquartered in Chicago, Illinois, IHT Wealth Management (an LPL Financial affiliated wealth management firm) provides financial planning and investment advisory services to retail clients. The Company has several...

  • Client Service Associate

    7 days ago

    Chicago, United States Ritholtz Wealth Management Full time

    Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges...

  • Client Services Associate

    2 weeks ago

    Chicago, United States IHT Wealth Management Full time

    We are currently looking for a Client Service Associate to join a thriving independent financial advisory practice in one of our Chicago offices. Headquartered in Chicago, Illinois, IHT Wealth Management (an LPL Financial affiliated wealth management firm) provides financial planning and investment advisory services to retail clients. The Company has several...