Wealth Management Client Advocate

ghr; Chicago (IL); In loco; USD 34.000 - 62.000; Tempo pieno

Descrizione del lavoro

Merrill Wealth Management, a premier wealth management division, seeks a Client Service role to support multiple Financial Advisors and advocate for client needs. The position emphasizes in-office attendance with flexibility based on role requirements and a culture that values diversity and client focus.

The role requires FINRA licenses or a plan to obtain them, strong industry knowledge, and a proactive, client-centric approach.

Competenze

• FINRA SIE, Series 7, and Series 66 (63/65 accepted) licensing required or to be obtained within a specified timeframe if hired into a registered job code.
• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, always acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Mansioni

• 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.

Conoscenze

Client Management

Account Management

Oral Communications

Written Communications

Emotional Intelligence

Prioritization

Business Development

Pipeline Management

Client Solutions Advisory

Referral Identification

Formazione

High School Diploma / GED

Strumenti

Microsoft Word

Excel

PowerPoint

Salesforce

Descrizione del lavoro

Merrill Wealth Management, a premier wealth management division, seeks a Client Service role to support multiple Financial Advisors and advocate for client needs. The position emphasizes in-office attendance with flexibility based on role requirements and a culture that values diversity and client focus.

The role requires FINRA licenses or a plan to obtain them, strong industry knowledge, and a proactive, client-centric approach.