Wealth Management Client Associate

Merrill

4

(5)

Garden City, NY

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-24024950

    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:
    This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, 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 within 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 the bank's service and banking offerings

    • Ensures timeliness, accuracy, and completeness in client materials and follows 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

    • Identifies, deepens, and maintains 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

    Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

    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.