Wealth Management Client Advocate

Bank of America; Carlsbad (NM); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary bonus plan

Benefits

Job summary

Merrill Wealth Management in Carlsbad, CA is seeking a Client Service Associate to support Financial Advisors by delivering high-quality client service and tailoring solutions to client needs. This role emphasizes collaboration, risk awareness, and professional growth; on-site with benefits and discretionary plans.

The position offers a 1st shift, 37.5 hours per week, and a pay range reflecting experience. Applicants should be prepared for FINRA-related requirements, and actively use Microsoft

Qualifications

• Enthusiastic, highly motivated self-starter focused on results.
• Client-centric mindset, acts in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

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

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

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management in Carlsbad, CA is seeking a Client Service Associate to support Financial Advisors by delivering high-quality client service and tailoring solutions to client needs. This role emphasizes collaboration, risk awareness, and professional growth; on-site with benefits and discretionary plans.

The position offers a 1st shift, 37.5 hours per week, and a pay range reflecting experience. Applicants should be prepared for FINRA-related requirements, and actively use Microsoft