Client Service Associate

Merrill

4

(5)

Chandler, AZ

Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • #JR-24021190

    Position summary

    organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    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.
    • The Client Service Associates 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. Incumbents 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

    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

    Desired Skills:

    • Undergraduate Degree

    • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment

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

    • Strong technological skills are desired

    Required Skills:

    • Minimum of 1+ years of professional or relevant internship experience

    • Knowledge of investment and banking products, policies & procedure

    • Strong client service & technical skills (MS Word & Excel)

    • Strong communication, time management, and organizational

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    37.5

    Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.