Financial Services Associate
4 weeks ago
Wealth Management Client Associate
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
As a Financial Services Associate, you will provide excellent client service to our clients through educating them on our service and banking offerings. You will ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests.
You will assist in ensuring our practices are in alignment with our policies and procedures to support operational excellence, protect our clients, and manage risk. You will identify, deepen, and maintain client relationships through emphasizing our offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the Financial Advisor.
Key Responsibilities:
- Provide exceptional client service and support to our clients.
- Ensure accuracy and completeness in client materials and follow up on all client and Financial Advisor requests.
- Assist in ensuring our practices are in alignment with our policies and procedures.
- Identify, deepen, and maintain client relationships through emphasizing our offerings.
Requirements:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 37.00 hourly pay, offers to be determined based on experience, education, and skill set. 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.
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