Wealth Management Client Services Specialist

ghr; Richmond (VA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering superior client service, coordinating materials, and addressing client needs with a focus on risk and policy alignment.

You will work on a fast-paced team, develop relationships, and leverage Microsoft Office and Salesforce to ensure timely, accurate service and client advocacy across the enterprise, while maintaining a client-first mindset.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

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 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering superior client service, coordinating materials, and addressing client needs with a focus on risk and policy alignment.

You will work on a fast-paced team, develop relationships, and leverage Microsoft Office and Salesforce to ensure timely, accurate service and client advocacy across the enterprise, while maintaining a client-first mindset.