Client Service Associate
Bank of America
About the Role
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This role provides shared client service support to potentially multiple Financial Advisors (FAs).
Key Responsibilities
- Provides excellent Client Service to clients by educating them on 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 align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
- Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, communicating outputs to the FA.
- Supports day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases, with a client-first mindset.
Requirements & Tech Stack
- Minimum of one year of experience working in a client servicing operations capacity or in the banking/financial industry.
- Proficient in Microsoft Word and Excel.
Qualifications
- 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
- Organized
- Detail Oriented
- Multi-tasking
Minimum Education Requirement
- High School Diploma / GED / Secondary School or equivalent.
Shift: 1st shift
Hours Per Week: 37.5