Merrill
FinTech
WealthManagementClientAssociate(FP)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Wealth Management Client Associate (FP) at Merrill. Skills: Client Service Support, Client Relationship Management. Provide client service support. Support enterprise strategic objectives”
Industry & Context.
What They're Looking For.
Must Have
Client-centric mindset, Ability to learn new information, Ability to learn new technology
Nice to Have
FINRA SIE, FINRA Series 7, FINRA Series 66, FINRA Series 63, FINRA Series 65, Industry knowledge, Investment product understanding, Experience working with clients, Fulfilling client needs quickly, Delivering complex solutions, Providing excellent client experience, Operating in fast-paced environment, Changing responsibilities, Evolving responsibilities, Detail oriented, Commitment to continuous learning, Commitment to professional growth, Sound judgment, Discretion handling sensitive information, Proficiency with Microsoft Word, Proficiency with Microsoft Excel, Proficiency with Microsoft PowerPoint, Proficiency with Salesforce, Professional verbal communication skills, Professional written communication skills, 7 and 66 licenses, Equivalent licenses, Masters degree, Up to 5 years related experience
What You'll Do.
Provide client service support
Support enterprise strategic objectives
Support operational excellence goals
Support client advocacy
Serve as primary client contact
Address client service needs
Educate clients on offerings
Ensure timeliness in client materials
Ensure accuracy in client materials
Ensure completeness in client materials
Follow up on client requests
Follow up on FA requests
Ensure practices align with policies
Ensure practices align with procedures
Support operational excellence
Identify client relationships
Deepen client relationships
Maintain client relationships
Emphasize bank offerings
Promote banking incorporation
Communicate outputs to FA
Support team activities
Cover roles in absence
Cover roles in need increases
Lead with client first mindset
How You'll Work.
Team & Collaboration
Covering roles in absence; Covering roles in need increases
Communication Scope
Verbal communication; Written communication
Full Job Description
**Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value 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 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
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