Wealth Management Client Associate

2 days ago

Mill Valley, California, United States Bank of America Full time $25 - $44

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.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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.

Join us

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 - Mill Valley - 2 BELVEDERE PL (CA4814)Pay and benefits informationPay range$ $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.

  • Wealth Advisor

    4 days ago

    Simi Valley, California, United States Mariner Wealth Advisors Full time

    DescriptionAs a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener,...

  • Client Specialist

    2 weeks ago

    Mill Valley, California, United States Baird Full time $27 - $41

    About the Role:   As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client...

  • Cafe' Associate

    1 week ago

    Mill Valley, California, United States Cloudless Skies Park Company LLC Full time

    Café AssociateMuir Wood National Monument and Muir Woods Trading Company was originally established as a national monument in 1908 by President Theodore Roosevelt. The park was named in honor of the revered naturalist John Muir, who declared the site was "the best tree-lover's monument that could possibly be found in all the forests of the world." In the...

  • Store Manager

    6 days ago

    Mill Valley, California, United States calico Full time

    This position is in-person at a retail location.Calico is a leading retailer for custom decorating services with over 70 years of experience in the designer fabrics, custom design services, and upholstered furniture business. At Calico, our customers know us for our commitment to customer service and our superior quality products.Our Store Managers are...

  • Program Manager

    2 weeks ago

    Mill Valley, California, United States AECOM Full time

    Company Description Work with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...

  • Assistant General Manager

    2 days ago

    Mill Valley, California, United States MNTSTUDIO Full time

    About MNTSTUDIO:At MNTSTUDIO, we are redefining what it means to experience Pilates with our groundbreaking Modern Pilates approach. Our mission is to bring innovation to the Pilates world by offering dynamic, athletic and functional Reformer classes that go beyond the traditional.Our signature MNT Pilates Method is a carefully crafted blend of time-honored...

  • Account Executive

    5 days ago

    Moreno Valley, California, United States ES Management Full time

    ROLE AND RESPONSIBILITIES:Responsibilities include identifying and hiring internal employees as well as skilled and direct hire associates.? In person and over the phone cold calling, B2B sales activity conducted daily? Negotiating pricing and payment terms with potential new clients looking to use our staffing services? Qualifying potential new business for...

  • Assisted Stretching Therapist

    3 hours ago

    Mill Valley, California, United States StretchLab Full time

    StretchLab is seeking personal trainers, massage therapists, and dance/yoga/pilates instructors to join our team. This is an amazing opportunity to gain experience in a new modality that is taking the fitness industry by storm.Founded in 2015 in Venice, California, StretchLab is the industry leader in offering one-on-one assisted stretching. With...

  • Lead Cafe Associate

    7 days ago

    Mill Valley, California, United States Cloudless Skies Park Company LLC Full time

    Café LeadMuir Wood National Monument and Muir Woods Trading Company was originally established as a national monument in 1908 by President Theodore Roosevelt. The park was named in honor of the revered naturalist John Muir, who declared the site was "the best tree-lover's monument that could possibly be found in all the forests of the world." In the Trading...

  • Stretch Therapist Athletic Science Grads Something New

    2 weeks ago

    Mill Valley, California, United States StretchLab Full time

    Benefits:401(k)Employee discountsFlexible schedule Do you Want To: Earn a good income, do what you love, work with passionate coworkers, be located in an amazing setting, have opportunities for career growth, and gain additional accredited certificationsAre you: Passionate about helping others on their health and wellness journey and building community?...