United States Job Openings

Bank of America

Client Service Associate

Charlotte

FULL TIME

November 14, 2024

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 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 Wealth Management.

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

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

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

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

Shift:
1st shift (United States of America)
Hours Per Week:
37.5

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