Client Service Associate

Client Service Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, Merrill specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through expert 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 unique needs. Trust is built through transparency, and our trusted advisory teams are equipped with access to Merrill's investment insights combined with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific attendance requirements, allowing for appropriate flexibility for 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 among our employees and clients. Our Wealth Management team represents an array of different backgrounds, bringing unique perspectives, ideas, and experiences to create a culture-driven, resilient, results-focused, and effective work community.

Job Description

This role is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short-term and long-term coverage needs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. As a Client Service Associate, you will serve as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities

• Provides excellent Client Service to Bank of America clients by 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 Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing Bank of America'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, always leading with a client-first mindset.

Required Qualifications

• Minimum of one year of experience working in a client servicing operations capacity or in the banking/financial industry.
• Proficient in Microsoft Word and Excel.

Desired Qualifications

• Bachelor’s Degree in a related field.
• Knowledge of investment and banking products, policies, and procedures.
• Flexible and adaptable to changing business needs and evolving job expectations.
• Strong technological skills.

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
• Time Management
• Organized
• Detail Oriented
• Multi-tasking

Key skills/competency

• Client Service
• Financial Industry Knowledge
• Operational Excellence
• Risk Management
• Relationship Building
• Microsoft Office
• Communication Skills
• Attention to Detail
• Time Management
• Client Advocacy