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
Asset & Wealth Management - Operations - PWM Client Onboarding -Analyst
Are you looking to apply your problem resolution and customer services skills while deepening your understanding of the Private Wealth Management (PWM) business? Our PWM Client Implementation team is seeking a professional who is looking to collaborate with PWM Advisor Teams, Legal, Compliance, and ...
Wealth Management-Salt Lake City-Associate-Client Onboarding & Configuration
Within AWM, Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver cust...
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...
Wealth Management-Salt Lake City-Analyst-Client Implementation & Quality Assurance
Are you looking to apply your analytical skills while deepening your understanding of the Private Wealth Management (PWM) business? Our CIP QA Team is seeking a professional who is looking to help safeguard the firm by completing detailed client data quality reviews, partnering with Compliance, work...
J.P. Morgan Wealth Management - Private Client Advisor - Salt Lake City, UT
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 ...
Wealth Management Associate - UT, Salt Lake City (3565)
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technologysolutions. We are driven by our mission to help our client...
Software Engineer- Asset & Wealth Management- Salt Lake City- Associate
As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to work on unique challenges building the platforms that assist clients in safeguarding and building wealth. As a developer within Asset Management Portfolio Accounting Tech, you wi...
Wealth Management Associate - Retirement Benefits Group - UT, Salt Lake City (4048)
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Advancement and management opportunities. ...
Asset & Wealth Management - Tax Senior Associate
Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international...
Senior Associate, Client Management
This role will require a client-centric mindset and be willing to rapidly learn to develop a consultative approach that can effectively partner with a variety of internal Willis Towers Watson associates including consultants, actuaries, and other client-facing associates to ensure client satisfactio...