Wealth Management Client Services Specialist

ghr; South Bend (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

Merrill Wealth Management is seeking a Customer Service Associate to support Financial Advisors and Client Associates in delivering excellent service to clients. You will help manage client materials, respond to requests, and coordinate with the FA to ensure timely, accurate service.

The ideal candidate has a client-centric mindset, strong communication skills, and comfort with technology platforms such as Salesforce, Word, Excel, and PowerPoint.

Qualifications

• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.

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

PowerPoint

Job description

Merrill Wealth Management is seeking a Customer Service Associate to support Financial Advisors and Client Associates in delivering excellent service to clients. You will help manage client materials, respond to requests, and coordinate with the FA to ensure timely, accurate service.

The ideal candidate has a client-centric mindset, strong communication skills, and comfort with technology platforms such as Salesforce, Word, Excel, and PowerPoint.