Wealth Management Client Associate — Client Services Lead

NBMBAA; Pennsylvania; On-site; USD 42,000 - 63,000; Full time

Job summary

Merrill Wealth Management in the United States is seeking a Client Services Associate to support Financial Advisors and their clients. You will be the primary contact for service requests, educate clients on the bank's offerings, and help ensure timely, accurate materials while promoting a client-first approach.

You will collaborate with teams to uphold operational excellence, manage risk, and deepen client relationships by leveraging MS Word, Excel, PowerPoint, and Salesforce.

Qualifications

• Requires a proactive, client-centric mindset with strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Experience supporting Financial Advisors or client services is a plus.

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 Focus

Written Communications

Oral Communications

Issue Management

Referral Identification

Pipeline Management

Administrative Services

Emotional Intelligence

Executive Assistance

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management in the United States is seeking a Client Services Associate to support Financial Advisors and their clients. You will be the primary contact for service requests, educate clients on the bank's offerings, and help ensure timely, accurate materials while promoting a client-first approach.

You will collaborate with teams to uphold operational excellence, manage risk, and deepen client relationships by leveraging MS Word, Excel, PowerPoint, and Salesforce.