Wealth Management Client Concierge

NBMBAA; New York (NY); Presencial; USD 34.000 - 61.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits eligible

Paid time off

Descripción de la vacante

Merrill Wealth Management in New York, NY is seeking a client service professional to support multiple Financial Advisors, addressing service needs, coordinating materials, and enabling proactive client advocacy within the FA's practice.

You will help deepen client relationships, promote Merrill's offerings, and ensure adherence to bank policies while maintaining a client-first approach in a fast-paced environment.

Formación

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.

Responsabilidades

• 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

Conocimientos

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Educación

High School Diploma / GED

Herramientas

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Descripción del empleo

Merrill Wealth Management in New York, NY is seeking a client service professional to support multiple Financial Advisors, addressing service needs, coordinating materials, and enabling proactive client advocacy within the FA's practice.

You will help deepen client relationships, promote Merrill's offerings, and ensure adherence to bank policies while maintaining a client-first approach in a fast-paced environment.