Wealth Management Client Associate — Trading & Service

Merrill; Jacksonville (FL); Presencial; USD 42 000 - 68 000; Tempo integral

Resumo da oferta

Merrill Wealth Management is seeking a capable professional to service corporate-sponsored plans and high-net-worth clients. You will handle inquiries, perform trades, and steer clients toward self-service channels while upholding strict regulatory compliance and risk controls.

The role emphasizes exceptional client care, relationship growth, and needs-based financial guidance aligned with client goals. Weekend shifts may be required, with a 40-hour work week in an in-office setting.

Qualificações

• Holds the required securities licenses (SIE, Series 7 Top-Off and Series 63) or obtains within 240 days from start date.
• Must be flexible to work various shifts, including weekends; 40 hours per week; 1st and 2nd shifts available.
• Currently pursuing or has a Bachelor's Degree.
• Experience in a call center or financial/banking center; customer service experience.
• Ability to learn and adapt to new information and technology platforms.

Responsabilidades

• Trades stocks, bonds, and other investment instruments for high net-worth clients and active traders.
• Handles escalated and complex inquiries, delivering exceptional client service.
• Guides clients to online and self-service channels for 24/7 access.
• Manages risk by authenticating clients and adhering to policies; identifies/escalates risk.

Conhecimentos

Account Management

Customer Focus

Issue Management

Oral Communications

Regulatory Compliance

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Trading

Valuation Ethics and Practice

Formação académica

High School Diploma / GED

Descrição da oferta de emprego

Merrill Wealth Management is seeking a capable professional to service corporate-sponsored plans and high-net-worth clients. You will handle inquiries, perform trades, and steer clients toward self-service channels while upholding strict regulatory compliance and risk controls.

The role emphasizes exceptional client care, relationship growth, and needs-based financial guidance aligned with client goals. Weekend shifts may be required, with a 40-hour work week in an in-office setting.