Wealth Management Client Associate

Merrill

4

(5)

Dallas, TX

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-24011245

    Position summary

    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

    Position Overview:

    The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.

    Specific responsibilities include, but are not limited to:

    • Work with highly affluent clients

    • Lead end-to-end onboarding and maintenance activities for new and existing clients.

    • Provide products and services to each client, working with cross line of business partners

    • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

    • Act as a key team member leading our clients' digital experience with the firm

    • Create ease of access and interaction, while protecting their privacy and security

    • Find opportunities to innovate every day

    Key Qualifications for the role:

    • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

    • Product Knowledge: Foundational knowledge of investment and banking products

    • Energetic individual that is self-motivated, coachable, and flexible in thought

    • Enjoys a fast-paced environment with changing and evolving responsibility

    • Detailed oriented

    • Invested in personal development

    • Consistently pursues client experience excellence

    • Works quickly to fulfill client needs delivering complex solutions

    • Frequent communication, and an abundance of discretion with sensitive information

    • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

    • Professional verbal and written communication

    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.