Wealth Management Client Associate: Trading & Support

Merrill; Chandler (AZ); In loco; USD 34.000 - 41.000; Tempo pieno

Descrizione del lavoro

Merrill Wealth Management in Chandler, AZ seeks a client-facing role servicing corporate-sponsored plans, providing exceptional client care, and growing client relationships through needs-based solutions.

The position requires FINRA SIE, Series 7 Top-Off and Series 63 licenses (or to obtain within 240 days), 40-hour weeks, and shifts that may include weekends. Prior call-center or financial services experience is a plus.

Competenze

• Holds the following registered licenses (or obtains within 240 days of start date): FINRA Securities Industry Essentials (SIE), Series 7 Top-Off and Series 63
• Must be flexible to work various shifts which may include a weekend day; 40 hours per week - 1st & 2nd shifts available
• Currently holds or is pursuing Bachelor's Degree
• Experience in a call center and/or a financial/banking center
• Customer service experience
• Has the ability to learn and adapt to new information and technology platforms

Mansioni

• Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

Conoscenze

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

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

Merrill Wealth Management in Chandler, AZ seeks a client-facing role servicing corporate-sponsored plans, providing exceptional client care, and growing client relationships through needs-based solutions.

The position requires FINRA SIE, Series 7 Top-Off and Series 63 licenses (or to obtain within 240 days), 40-hour weeks, and shifts that may include weekends. Prior call-center or financial services experience is a plus.