Client service associate Jobs in Glendale, AZ

Client Service Associate

Phoenix, Arizona

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 :

Client Service Associates will be co-located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.

The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).

You will be part of a team of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.

For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

Responsibilities include :

End-to-end onboarding process; including systems, documentation, and follow-up

New account opening and maintenance

Phone coverage for assigned advisors

IAP enrollment and maintenance

Process and manage client servicing requests and account maintenance

Drive digital client engagement

Use Salesforce to track daily activities

Required Qualifications :

1+ years' experience working in a client servicing operations capacity or banking / financial industry

Knowledge of investment and banking products, policies & procedure

Proficient in Microsoft Word, Excel

Desired Qualifications :

Undergraduate Degree

The candidate should respond well to changing and evolving job duties and expectations.

Strong technological skills are desired

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

Time Management

Organizational

Detail Oriented

Multi-tasking

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week : 37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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View the LA County Fair Chance Ordinance () .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.