Client Service Associate

ghr; Chicago (IL); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

Paid time off

Job summary

Merrill Wealth Management is seeking a client services support role to assist multiple Financial Advisors with short- and long-term coverage needs. The role focuses on serving as the primary Merrill contact for client service requests and ensuring service excellence.

Responsibilities include educating clients about all bank offerings, ensuring timely and accurate client materials, and supporting operational excellence while maintaining a client-first mindset.

Qualifications

• Minimum of one year of experience in client servicing operations or banking/financial industry.
• Proficient in Microsoft Word and Excel.

Responsibilities

• Provide excellent client service to bank clients and educate on banking offerings.
• Ensure timeliness and accuracy of client materials; follow up on requests.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Time Management

Organized

Detail Oriented

Multi-tasking

Education

Bachelor’s Degree in related field

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

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 fromtransparency.Ourtrusted 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 shared client service support to potentially multiple Financial Advisors (FAs) who have both short -term and long-term coverage needs. 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

Required Qualifications:

• Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry
• Proficient in Microsoft Word and Excel

Desired Qualifications:

• Bilingual in Spanish, Portuguese or Mandarin.
• Bachelor’s Degree in a related field
• Knowledge of investment and banking products, policies and procedures
• Flexible and adaptable to changing business needs and evolving job expectations
• Strong technological skills

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
• Time Management
• Organized
• Detail Oriented
• Multi-tasking

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

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift: 1st shift (United States of America)

Hours Per Week: 37.5

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay range $28.75 - $40.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.