Client Service Associate

Client Service Associate

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.

Client Service Associates will be co-located at a central site and will provide shared support for advisors who have a short-term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.

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 Skills :

Desired Skills :

Skills :

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, 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.