Wealth Management Client Associate
Apply NowLocation:
Lakewood Ranch, FL, US
Company:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and institutions.
Summary:
The role involves providing client service support to Financial Advisors while maintaining client relationships and ensuring compliance with banking policies. Applicants are required to have a High School diploma or GED and possess various client management and communication skills.
Requirements:
Hard 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
Credentials: High School Diploma / GED / Secondary School
Job Description:
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
