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:
1. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
2. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
3. 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
4. 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
5. 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 mindset
Required Qualifications:
6. Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
7. Demonstrates a client-centric mindset, always acting in the best interest of the client
8. Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
9. Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
10. Possesses industry knowledge and an understanding of investment products
11. Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
12. Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
13. Is detail oriented
14. Demonstrates a commitment to continuous learning and professional growth
15. Exhibits sound judgment and discretion when handling sensitive information
16. Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
17. Demonstrates professional verbal and written communication skills
Skills:
18. Account Management
19. Client Management
20. Customer and Client Focus
21. Issue Management
22. Oral Communications
23. Business Development
24. Client Solutions Advisory
25. Pipeline Management
26. Prioritization
27. Administrative Services
28. Emotional Intelligence
29. Referral Identification
30. Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5