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Wealth Management Client Associate - job 3 of 5

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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:
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

Pay Transparency details

US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$25.00 - $37.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Average salary estimate

$64500 / YEARLY (est.)

min

max

$52000K

$77000K

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What You Should Know About Wealth Management Client Associate, GHR

Join Merrill Wealth Management as a Wealth Management Client Associate in Providence, where you'll play an essential role in delivering exceptional client service to our valued clients. At Merrill, we're not just about investment products; we focus on comprehensive wealth management tailored to meet individual goals such as retirement, education, and legacy planning. As part of our vibrant team, you'll have the opportunity to work closely with Financial Advisors, becoming a key point of contact for clients. Your primary responsibilities will include providing timely, accurate support, ensuring adherence to policies and fostering strong client relationships. We prioritize your growth and well-being in a culture that values diversity and inclusion, so you can truly bring your whole self to work. With access to cutting-edge insights and the banking convenience of Bank of America, you will have all the tools necessary to help clients realize their visions for the future. This role is perfect for someone who is not only adept in client management but also passionate about delivering exceptional service while developing their capabilities in a supportive environment. If you're enthusiastic about finance, committed to client advocacy, and ready to take your career to the next level, our Wealth Management team is looking for you!

Frequently Asked Questions (FAQs) for Wealth Management Client Associate Role at GHR

What are the key responsibilities of a Wealth Management Client Associate at Merrill Wealth Management?

As a Wealth Management Client Associate at Merrill Wealth Management, your primary responsibilities include providing outstanding client service, supporting Financial Advisors in meeting their clients' needs, and ensuring operational excellence. You'll handle all service-related inquiries, assist in customizing financial solutions, and create relationships that emphasize the bank's diverse offerings. Your role is vital in maintaining client satisfaction and trust by addressing requests timely and accurately.