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.

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.

Job Description:

Client Service Associates will be co-located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.

The Client Service Associates (CSA) 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. CSA’s 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-upNew account opening and maintenancePhone coverage for assigned advisorsIAP enrollment and maintenanceProcess and manage client servicing requests and account maintenanceDrive digital client engagementUse Salesforce to track daily activities

Required Skills:

Minimum of 1+ years of professional or relevant internship experienceKnowledge of investment and banking products, policies & procedureStrong client service & technical skills (MS Word & Excel) Strong communication, time management, and organizational​

Desired Skills:

Undergraduate DegreeSeeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environmentThe candidate should respond well to changing and evolving job duties and expectations.Strong technological skills are desiredBilingual - Mandarin  or Cantonese Chinese

Skills:

Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten Communications

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

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5