Description
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). 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.
Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
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
Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent
Shift :
1st shift (United States of America)
Hours Per Week : 37.5
37.5
Registered Wealth Management Client Associate
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. This job is responsible for providin...
Asset & Wealth Management, Private Wealth Management, Talent Strategy, Associate - New York
Our advisor-led wealth management businesses provide financial planning, investment management, banking andprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their em...
Asset & Wealth Management, Public, Product Research, Associate, New York
Within Asset and Wealth Management, we seek to provide innovative investment solutions to help our clients meet their financial goals. The team evaluates and coordinates at all aspects of the strategy, research, analysis, design, management, and development of new and existing product vehicles for c...
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (East Village)
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Asset & Wealth Management, Investment Strategy Group, Portfolio Manager, Associate - New York
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei...
J.P. Morgan Wealth Management - Private Client Advisor - Lower Midtown West Manhattan, NY (Times Square)
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. This will be done with a consistent ...
Asset & Wealth Management, Private Credit- BDC Management- Associate, New York
AWM Private Credit Group is seeking an associate that will be an integral member of the BDC Management Team supporting the CFO/COO of the platform spanning over the following areas:. Coordinate with both internal and external counterparties on strategic projects regarding investment workflow, portfo...
Asset Management, Internal Client Advisor Associate
Job Responsibilities: * Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition * Provide superior client service by being responsive, thoughtful and making the clients' needs...
Wealth Management Analyst / Associate
The Wealth Management Analyst/Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. The Wealth Management Analyst/ Associate is an integral member of the advisory team and is responsible for de...
J.P. Morgan Wealth Management - Private Client Advisor - Bronx, NY
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. This will be done with a consistent ...