Description
Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need.
CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
- The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
- You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
- For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.
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
Skills : Account Management
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
Desired Skills :
Undergraduate Degree
Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired
Required Skills :
Minimum of 1+ years of professional or relevant internship experience
Knowledge of investment and banking products, policies & procedure
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management, and organizational
Shift :
1st shift (United States of America)
Hours Per Week : 37.5
37.5
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