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-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 Qualifications:

1+ years' experience working in a client servicing operations capacity or banking/ financial industry
Knowledge of investment and banking products, policies & procedure
Proficient in Microsoft Word, Excel

Desired Qualifications:

Undergraduate Degree
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
Time Management
Organizational
Detail Oriented
Multi-tasking

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

Shift:
1st shift (United States of America)

Hours Per Week:
37.5