Wealth Management Client Associate

6 days ago

Hyannis, Massachusetts, United States Bank of America Full time $25 - $37

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.

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

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

For 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: 

37.5

Pay Transparency details

US - MA - Hyannis Iyannough Rd - Barnstable (MA9545)Pay and benefits informationPay range$ $37.00 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.

  • Trust Administrative Associate

    6 days ago

    Hyannis, Massachusetts, United States Cape Cod 5 Full time

    SUMMARY:Prepares new account opening paperwork for compliance and acceptance, coordinates collection, distribution, and other transfers of assets, including payments to and on behalf of clients, and generally performs all administrative duties associated with asset management, trust, and custody and estate accounts.  Provide documentation and account...

  • Client Services Manager, Assistive Care

    2 weeks ago

    Hyannis, Massachusetts, United States BAYADA Home Health Care Full time $60,000 - $100,000 per year

    BAYADA Home Health Care is currently seeking a Client Services Manager in our Assistive Home Care office in Hyannis, MA.If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion,...

  • Relationship Manager

    2 days ago

    Hyannis, Massachusetts, United States Rockland Trust Company Full time

    DescriptionRockland Trust is currently seeking a Relationship Manager for our Osterville, MA office of the Investment Management Group, to support clients in the Cape Cod area.The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's...

  • Associate, Home Health

    2 weeks ago

    Hyannis, Massachusetts, United States BAYADA Home Health Care Full time $50,000 - $75,000 per year

    BAYADA Home Health Care is currently seeking an Associate to joinour Hyannis, MA Medicare certified Home Health Visits Office.If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with...

  • Project Manager

    2 days ago

    Hyannis, Massachusetts, United States GHD Full time

    DescriptionThe importance of water to the health of our world can't be overstated.As the frequency and intensity of floods, droughts and storms increases, the water industry must continue to build resiliency and lead from the front. Together with our clients, we are thinking and doing things differently to help pre-empt and prepare for what's next. Be a...

  • Women's Health or Family Nurse Practitioner or Physician Assistant

    1 week ago

    Hyannis, Massachusetts, United States Health Imperatives Full time

    ABOUT US: Health Imperatives (HI) is a multi-service organization dedicated to reducing health and wealth disparities while advancing meaningful opportunities and economic security for people south of Boston. Our mission is to improve the health and well-being of low-income or vulnerable families and individuals in Southeastern Massachusetts. The communities...

  • Retail Sales Associate

    2 days ago

    Hyannis, Massachusetts, United States Bob's Discount Furniture Full time

    Job TitleRetail Sales AssociateBilingual English/ Spanish a PLUSJob OverviewOur Retail Sales Associates are a driving force behind Bob's Discount Furniture's success and expansion. Whether you're looking for full-time or part-time opportunities, you'll find a supportive, fun, and team-oriented environment at Bob's. As a Retail Sales Associate - Guest...

  • Medical Receptionist

    6 days ago

    Hyannis, Massachusetts, United States Health Imperatives Full time

    ABOUT US: Health Imperatives (HI) is a multi-service organization dedicated to reducing health and wealth disparities while advancing meaningful opportunities and economic security for people south of Boston. Our mission is to improve the health and well-being of low-income or vulnerable families and individuals in Southeastern Massachusetts. The communities...

  • Construction Office Manager

    6 days ago

    Hyannis, Massachusetts, United States Great Harbors Home Services Full time

    Great Harbors Home ServicesConstruction Office ManagerLocation:Centerville, MA(On-site, with some flexibility)Keep the jobs moving, the details organized, and the team in sync.If you love turning chaos into order, enjoy being the "go-to" person in the office, and want to grow with a small but ambitious construction company, this role is for you.Great Harbors...

  • Case Manager

    1 week ago

    Hyannis, Massachusetts, United States The Cape and Islands Veterans Outreach Center, Inc. Full time $55,000 - $65,000 per year

    Organizational Summary:The Cape & Islands Veterans Outreach Center (CIVOC) is a nonprofit organization dedicated to providing comprehensive, life-sustaining services and programs to veterans and their families on Cape Cod and the Islands. Our mission focuses on delivering service-enriched housing, supportive programs, healthy food, counseling, case...