Wealth Management Client Advisor

ghr; Miamisburg (OH); Sur place; USD 42 000 - 65 000; Plein temps

Résumé du poste

Merrill Wealth Management is seeking a dedicated Client Service Associate to support Financial Advisors and their clients in delivering top-notch service. You will address client inquiries, prepare materials, and help maintain client relationships while aligning with bank policies and risk controls.

You will work in an office-based environment with a 37.5-hour week, first shift. Prior experience in financial services and familiarity with Salesforce, Excel, and PowerPoint are valued.

Qualifications

• Minimum education: High School Diploma or equivalent.
• Experience in client service or financial services is preferred.
• Strong communication and interpersonal skills required.

Responsabilités

• Provide excellent client service to Merrill Wealth Management clients and support Financial Advisors.
• Prepare and organize client materials; ensure timeliness and accuracy.
• Protect clients and the bank by adhering to policies and managing risk.
• Develop and maintain client relationships and up-sell banking products where appropriate.
• Assist with day-to-day team activities and cover roles as needed with a client-first mindset.

Connaissances

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Written Communications

Sales Process

Formation

High School Diploma / GED / Secondary School or equivalent

Outils

Salesforce

Microsoft Word

Excel

PowerPoint

Description du poste

Merrill Wealth Management is seeking a dedicated Client Service Associate to support Financial Advisors and their clients in delivering top-notch service. You will address client inquiries, prepare materials, and help maintain client relationships while aligning with bank policies and risk controls.

You will work in an office-based environment with a 37.5-hour week, first shift. Prior experience in financial services and familiarity with Salesforce, Excel, and PowerPoint are valued.