Client Service Associate

Job Title : Client Service Associate

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.

Responsibilities Include :

• End-to-end onboarding process; including systems, documentation, and follow-up
• New account opening and maintenance
• Phone coverage for assigned advisors
• IAP enrollment and maintenance
• Process and manage client servicing requests and account maintenance
• Drive digital client engagement
• Use Salesforce to track daily activities

Required Qualifications :

Desired Qualifications :

Skills :

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

Shift : 1st shift (United States of America)

Hours Per Week : 37.5