Wealth Management Specialist - Non-Registered (FP)

Bank of America; Cincinnati (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading financial services firm seeks a candidate for a support role in Wealth Management, where you'll assist Financial Advisors in delivering exceptional client service and operational support. The position requires effective problem-solving skills and a willingness to support a team-oriented environment. A High School Diploma is the minimum educational requirement, making this an excellent opportunity for individuals starting their careers in finance.

Qualifications

• Minimum education requirement: High School Diploma or equivalent.
• Role involves problem solving and supporting Financial Advisors.

Responsibilities

• Provides quality client service and effective operations support.
• Documents client interactions and provides team members with updates.
• Escalates issues and resolves complex inquiries.

Skills

Account Management

Business Acumen

Customer Service Management

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Education

High School Diploma / GED / Secondary School

Job description

Job Description:

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.

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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. 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

Skills:

• 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