Wealth Management Client Solutions Associate

Bank of America Corporation; Fairhope (AL); In loco; USD 42.000 - 65.000; Tempo pieno

Descrizione del lavoro

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors with client service, advocacy, and relationship management. The role focuses on delivering personalized banking and investment solutions while upholding firm policies and risk controls.

The position requires strong communication, problem-solving, and tech skills (Word, Excel, PowerPoint, Salesforce). A proactive, client-centric mindset and readiness to advance FINRA credentials are valued.

Competenze

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• 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

Mansioni

• 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

Conoscenze

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Formazione

High School Diploma

Strumenti

Microsoft Word

Excel

PowerPoint

Salesforce

Descrizione del lavoro

Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors with client service, advocacy, and relationship management. The role focuses on delivering personalized banking and investment solutions while upholding firm policies and risk controls.

The position requires strong communication, problem-solving, and tech skills (Word, Excel, PowerPoint, Salesforce). A proactive, client-centric mindset and readiness to advance FINRA credentials are valued.