Wealth Management Client Associate
7 months ago
Description
:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of 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 are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills:
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 CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
37.5-
Senior Tax Manager
3 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeWe are seeking an experienced Tax Senior Manager to join our Family Office Enterprise practice at RSM. In this role, you will advise family office and multi-generational families on a full spectrum of tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.You will lead engagement teams focused on...
-
Senior Manager – Wealth Planning Expert
4 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeUnlock Your Potential as a Tax Senior ManagerWe are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our inclusive culture and talent experience.RSM's dedicated Family Office Enterprise (FOE) practice helps define and sustain a...
-
Cross-Border Tax Associate
2 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeWe are seeking a highly skilled International Tax Associate to join our team at RSM. As an International Tax Associate, you will play a key role in providing clients with strategic, integrated tax solutions focused on outbound and inbound structuring.You will work closely with our team to develop an understanding of worldwide tax minimization, transfer...
-
Investment Banking Associate
6 months ago
Irvine, United Kingdom Santander Full timeInvestment Banking Associate Country: United States of America Essential Functions/Responsibility Statements: - Provides support to senior bankers and serves as a secondary banker for clients. - Lead client presentation preparation, including all background research and analysis, drafting and production of any client marketing materials and pitch books -...
-
Family Office Tax Leadership Role
3 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeAs a Tax Senior Manager in RSM's Family Office Enterprise practice, you will have the opportunity to work with high-net-worth families and develop strategic tax plans that meet their unique needs.You will be responsible for advising clients on structuring and modeling, succession planning, wealth transfer planning, and tax compliance, as well as leading...
-
Investment Banking
6 months ago
Irvine, United Kingdom Santander Full timeInvestment Banking - Associate Country: United States of America Essential Functions/Responsibility Statements: - Provides support to senior bankers. - Develop client presentation materials, including all background research, analysis and drafting. - Familiarity with financial models and other financial analysis. - Performing detailed valuation analysis,...
-
Logistics Associate
4 weeks ago
Irvine, North Ayrshire, United Kingdom Domino's Careers UK Full timeDeliver Excellent Customer Service as a Logistics Associate with Domino's Careers UKWe are seeking a reliable and customer-focused individual to join our team as a Logistics Associate. In this role, you will be responsible for upholding a positive brand image and providing exceptional customer service.About the RoleThis is an excellent opportunity for...
-
Client Care Advisor
6 months ago
Irvine, United Kingdom Vets for Pets Full time**Client Care Advisor Irvine VetsforPets** We have an exciting opportunity for a full time Client Care Advisor in our Irvine practice. We are seeking a professional and driven individual that is keen to progress into a more senior position. You should be ambitious, able to use your initiative, keen to learn new skills, reliable and confident. Should you...
-
Tax Director for Family Office Solutions
4 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeRSM, a leading provider of professional services to the middle market globally, is seeking a Tax Senior Manager – Family Office to join our dedicated Family Office Enterprise (FOE) practice. Our team helps define and sustain a family's vision across their family office, operating business, and investment structures.We seek to understand the goals of...
-
Tax Manager
2 months ago
Irvine, North Ayrshire, United Kingdom RSM Full timeWe are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver exceptional results for our clients.RSM's Financial Services practice serves a range of...
-
Golf Retail Sales Associate
3 weeks ago
Irvine, North Ayrshire, United Kingdom Darwin Escapes Full timeWe are seeking a skilled Golf Retail Sales Associate to join our team at Dundonald Links in Irvine, Ayrshire.This is a permanent position to work full-time hours. This will be across variable days which will include weekends and bank holidays.Shift times will vary to cover the shop opening times between 7am - 6:30pm. Flexibility is essential to suit the...
-
Global Business Development Manager
4 weeks ago
Irvine, North Ayrshire, United Kingdom CSA Group Full timeJob OverviewCSA Group is seeking an experienced Global Business Development Manager to join our team. This role will be responsible for establishing new account relationships, prospecting for new customers, and developing business strategies to win clients.Key ResponsibilitiesEstablish new account relationships to meet sales targets by emphasizing the entire...
-
Tax Consultant
4 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeWe are a global leader in professional services, dedicated to empowering our clients and people to realize their full potential. Our exceptional team members are the key to our unique culture and talent experience. You'll find an inspiring environment that enables you to thrive both personally and professionally.At RSM, associates work with diverse clients...
-
Cleaner
6 months ago
Irvine, United Kingdom Atlas Facilities Management Limited Full time**About The Role**:** The days and hours Monday-Friday 16:45-20:45** **Hourly Rate - £10.42** **Location**:Second Avenue, Heatherhouse Industrial Estate, Irvine, **KA12 8NB** **Atlas FM are looking to recruit new team members!** We are looking to recruit a Cleaner at our client’s premises. We are looking for someone who wants to make a difference in...
-
Cleaner
6 months ago
Irvine, United Kingdom Atlas Facilities Management Limited Full time**About The Role**:** The days and hours: Rolling shift 4on 4off **22:00 - 06:00** **Hourly Rate - £11.44** **Location**:Second Avenue, Heatherhouse Industrial Estate, Irvine, **KA12 8NB** **Atlas FM are looking to recruit new team members!** We are looking to recruit a Cleaner at our client’s premises. We are looking for someone who wants to make a...
-
Cleaner
6 months ago
Irvine, United Kingdom Atlas Facilities Management Limited Full time**About The Role**:** The days and hours: Monday - Friday 08:00 - 13:00** **Hourly Rate - £10.42** **Location**:Second Avenue, Heatherhouse Industrial Estate, Irvine, **KA12 8NB** **Atlas FM are looking to recruit new team members!** We are looking to recruit a Cleaner at our client’s premises. We are looking for someone who wants to make a difference...
-
Professional Assurance Director
2 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeRSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. We offer a competitive benefits and compensation package for all our people.About UsRSM is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and...
-
Maintenance Engineer
2 weeks ago
Irvine, United Kingdom Glennon Brothers Full timeMaintenance Engineer Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.Alexander Timber Design Ltd. is a leading Timber Frame and Roof Truss manufacturer.Our clients range from private individuals to the most prestigious national building and construction companies.We are a growing,...
-
International Tax Expert
2 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeAt RSM, we are seeking a highly skilled International Tax Associate to join our team. As an International Tax Associate, you will play a key role in providing clients with strategic, integrated tax solutions focused on outbound and inbound structuring.You will demonstrate a general knowledge of foreign tax credits and complete tax planning and research. You...
-
International Tax Professional
3 weeks ago
Irvine, North Ayrshire, United Kingdom RSM Full timeRSM is a leading provider of professional services to the middle market globally. As an International Tax Associate, you will empower our clients and people to realize their full potential in a world of change. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, and our ability to be compelling to our clients. You'll...