Wealth Management Client Services Associate

NBMBAA; Los Angeles (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits

Job summary

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and advocate for enterprise objectives. You will help deepen client relationships and ensure accurate, timely materials while adhering to bank policies.

Strong communication and software skills are essential for success. This role emphasizes a client-first approach in a fast-paced environment, with opportunities for growth and ongoing professional development within a

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Pursuing FINRA SIE, Series 7, and/or Series 66 (63/65 accepted)

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 and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and advocate for enterprise objectives. You will help deepen client relationships and ensure accurate, timely materials while adhering to bank policies.

Strong communication and software skills are essential for success. This role emphasizes a client-first approach in a fast-paced environment, with opportunities for growth and ongoing professional development within a