Client Service Associate - job 1 of 3

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.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 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 Lynch.

 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.

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​.

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.

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