Wealth Management Client Associate
2 days ago
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 offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, 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 FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetDesired Qualifications:Energetic individual that is self-motivated, coachable and flexible in thoughtEnjoys a fast-paced environment with changing and evolving responsibilitiesDetail orientedInvested in personal developmentConsistently pursues client experience excellenceWorks quickly to fulfill client needs, delivering complex solutionsFrequent communication and an abundance of discretion with sensitive informationMicrosoft Word, Excel and PowerPoint experience with Salesforce a plusProfessional verbal and written communicationSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentFor internal employees, participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.Shift:1st shift (United States of America)Hours Per Week: 37.5Pay Transparency detailsUS - MN - Stillwater - 219 MAIN ST N - MERRILL LYNCH (MN9219)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.
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Wealth Management Client Associate
15 hours ago
Stillwater, MN, United States Bank of America Full timeWealth Management Client Associate Stillwater, Minnesota To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Stillwater/Wealth-Management-Client-Associate_25047330) Job...
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Stillwater, United States Minnesota Staffing Full timeBranch Service ManagerJoin RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients, and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the Complex management team and the...
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Stillwater, MN, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the Complex...
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Stillwater, MN, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the Complex...
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Client Services Manager
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Stillwater, United States Quad Full timeOverview As a global marketing experience company, Quads goal is to help our clients win every day. We use our data-driven integrated marketing and manufacturing platform to streamline solutions for our clients, reduce friction and enhance their marketing spend effectiveness. Weve built a rich legacy by believing in our people, allowing them to act like...
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Customer Service Associate I
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Stillwater, United States Dollar Tree Full timeCustomer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:Assist customers with questions and recommendationsManage sales transactions while working assigned cash registerMaintain security of cash and protect company...
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