Wealth Management Client Associate
4 days ago
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
We believe trust comes from transparency. Our advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Our team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Key Responsibilities:
- Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings.
- Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor (FA) requests.
- Assist 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.
- Identify, deepen, and maintain client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
- Support 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.
Required Qualifications:
- FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66.
- Displays advanced industry knowledge and understanding of investment products.
Desired Qualifications:
- Energetic individual that is self-motivated, coachable, and flexible in thought.
- Enjoys a fast-paced environment with changing and evolving responsibilities.
- Detail-oriented.
- Invested in personal development.
- Consistently pursues client experience excellence.
- Works quickly to fulfill client needs, delivering complex solutions.
- Frequent communication and an abundance of discretion with sensitive information.
- Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus.
- Professional verbal and written communication.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Shift: 1st shift (United States of America).
Hours Per Week: 37.5.
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