Wealth Management Client Associate

4 weeks ago

San Jose, 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

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Pay Transparency details

US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805)

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.

  • Wealth Management Team Member

    1 month ago

    San Jose, California, United States Mariner Wealth Advisors, L.L.C. Full time

    About the RoleThis Client Service Associate position is a critical part of our team, responsible for building and maintaining strong relationships with clients. As a key member of our wealth management team, you will work closely with senior advisors to deliver top-notch service and support to our clients.

  • Wealth Management Operations Lead

    2 weeks ago

    San Diego, California, United States Pacific Wealth Management Full time

    Operations Management Role at Pacific Wealth Management, LLCFirm OverviewPacific Wealth Management, LLC provides customized wealth management services to high-net-worth individuals, offering innovative solutions for their financial goals.Compensation PackageThis full-time position offers a competitive salary range of $160,000 - $220,000 per year, accompanied...

  • Wealth Management Client Associate

    4 weeks ago

    San Francisco, CA, United States Bank of America Full time

    Wealth Management Client Associate San Francisco, California 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 Associate

    1 month ago

    San Jose, California, United States Mariner Wealth Advisors, L.L.C. Full time

    Job SummaryThis is an exciting opportunity for a highly motivated and organized individual to join our team as a Senior Client Service Associate. In this role, you will be responsible for managing client relationships, coordinating implementation processes, and providing administrative support to the team.

  • Wealth Management Support Professional

    1 month ago

    San Francisco, California, United States Robertson Stephens Wealth Management, Llc Full time

    Job SummaryRoland Stephens Wealth Management, LLC is seeking a highly skilled Wealth Management Support Professional to join our operations team. In this critical role, you will provide comprehensive support to our financial advisors and custodians, ensuring seamless client service delivery and operational efficiency. If you possess excellent organizational...

  • Senior Client Service Associate

    2 months ago

    San Jose, United States Mariner Wealth Advisors, L.L.C. Full time

    The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care, and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building...

  • Wealth Management Seasonal Client Associate

    3 weeks ago

    San Francisco, 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 Management Seasonal Client Associate

    3 weeks ago

    San Francisco, 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 Management Seasonal Client Associate

    4 weeks ago

    San Francisco, CA, United States Bank of America Full time

    Wealth Management Seasonal Client Associate 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...

  • Wealth Management Seasonal Client Associate

    4 weeks ago

    San Francisco, 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 Management Seasonal Client Associate

    4 weeks ago

    San Francisco, CA, United States Bank of America Full time

    Wealth Management Seasonal Client Associate Location: San Francisco Time Type: Full time Posted On: 12 Days Ago Job Requisition ID: 24036010 Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based...

  • Wealth Management Seasonal Client Associate

    4 weeks ago

    San Francisco, CA, United States Bank of America 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,...

  • Private Wealth Client Associate

    3 weeks ago

    San Francisco, 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 Management Associate

    5 days ago

    San Francisco, California, United States Laird Norton Wetherby Full time

    Job DescriptionAs a Wealth Management Associate at Laird Norton Wetherby, you will play a vital role in supporting our exceptional families and individuals achieve their goals through exceptional client service and wealth planning. Our team is dedicated to delivering unbiased, independent guidance and solutions, empowering clients across the U.S. and around...

  • Crew Wealth Management | Operations Associate | san luis obispo, ca

    4 weeks ago

    san luis obispo, United States Crew Wealth Management Full time

    The ideal candidate will have a Bachelor’s degree and preferably at least 5 years of work experience.When applying, in addition to submitting a resume, please submit a cover letter.Position available for a mature, professional and extremely detail oriented individual to join our independent financial planning firm in San Luis Obispo. The ideal candidate...

  • Wealth Management Associate

    2 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    About the RoleWe are seeking a skilled Financial Services Professional to join our team as a Wealth Management Associate. This exciting opportunity will see you working closely with our experienced Banker teams to deliver high-quality wealth management services to our valued clients.Key Accountabilities:Proactively assess and manage risks associated with...

  • Client Relationship Manager Assistant

    1 month ago

    San Francisco, California, United States Robertson Stephens Wealth Management, Llc Full time

    Job DescriptionWe are seeking a skilled Client Relationship Manager Assistant to join our team at Robertson Stephens Wealth Management, LLC. As a key member of our operations team, you will provide essential support to our financial advisors and custodians, ensuring seamless client service delivery and operational efficiency. This role requires a...

  • Wealth Management Associate Lead

    4 weeks ago

    San Francisco, California, United States Bank of America Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With a global presence, Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment...

  • Associate Wealth Advisor

    4 weeks ago

    San Jose, CA, United States Beacon Pointe Full time

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors...

  • Director Wealth Management

    3 days ago

    San Jose, United States Leah Yosef International Full time

    OverviewTop Tier National Registered Investment Advisor is seeking a Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from the custodial referral channels. Join the fastest growing region of one of the fastest growing RIAs in the Country.Not a commissioned sales role. No portable book of...