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
Private Wealth Management Registered Client Service Associate
Private Wealth Management Registered Client Service Associate. Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, re...
Asset & Wealth Management Operations-Client Services-Associate-Irving
We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Collaborate with other client services professiona...
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. Responsible Growth is how we run our...
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...
J.P. Morgan Wealth Management – Private Client Advisor - Fort Worth, TX
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 ...
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 - 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...
J.P. Morgan Wealth Management - Private Client Advisor - Greater Arlington and Irving Area, TX
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 ...
Wealth Management Associate - TX, Fort Worth (3645)
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...
Operations Associate - Symonds Wealth Management
Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. Add and edit account features such as cashiering requests for a client....