Client Service Associate

e 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

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