Wealth Management Seasonal Client Associate
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, 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 with 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 our service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and supports the other Client Associates with following 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
- Supports the Identification, deepening, and maintenance of 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
Required :
- Strong client service & technical skills (MS Word & Excel).
- Strong communication, time management and organizational skills are required.
Preferred :
- Undergraduate degree preferred and / or financial or business major.
- Knowledge of investment and banking products, policies & procedures
Shift :
1st shift (United States of America)
Hours Per Week : 37.5
37.5
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