Wealth Management Seasonal Client Associate

Merrill

4

(5)

San Francisco, CA

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-24048612

    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.

    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, 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 with 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 our service and banking offerings

    • Ensures timeliness, accuracy, and completeness in client materials and supports the other Client Associates with following 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

    • Supports the Identification, deepening, and maintenance of 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

    The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    37.5

    Pay Transparency details

    US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

    Pay and benefits information

    Pay range

    $24.00 - $30.00 hourly pay, offers to be determined based on experience, education and skill set.

    Predictable pay

    This role is compensated with a base salary and is not incentive eligible.

    Benefits

    This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

    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.