Wealth Management Specialist

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Texas; Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Merrill Wealth Management within Bank of America Corporation is seeking a role focused on providing quality client service and operations support. The position supports Financial Advisors and Client Associates across wealth planning, investment management, and relationship management with emphasis on risk analysis and client experience.

Responsibilities include documenting client interactions, updating Salesforce, and contributing to team training.

Formación

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends.
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns.
• Documents client interactions and provides team members with time sensitive updates.
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service.

Responsabilidades

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends.
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns.
• Documents client interactions and provides team members with time sensitive updates.
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service.

Conocimientos

Account Management

Business Acumen

Customer Service Management

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Job Description: This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities: Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns Documents client interactions and provides team members with time sensitive updates Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided Provides advice and assists with training for team members

• Account Management
• Business Acumen
• Customer Service Management
• Client Management
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 37.5

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

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• We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

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We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

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