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. Minimum of 1+ years professional or relevant internship experience required
7. Strong communication skills, both verbal and written
8. Strong analytical skills, able to maintain a high quality of customer service and attention to detail
9. Work independently, prioritize time and exceptional organizational skills
10. Manage multiple and conflicting objectives, projects, or activities at once with minimal direction
Desired Qualifications:
11. Strong organization and administrative abilities
12. Client facing and customer service experience
13. Mandarin Language Speaker
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
14. Account Management
15. Client Management
16. Customer and Client Focus
17. Issue Management
18. Oral Communications
19. Business Development
20. Client Solutions Advisory
21. Pipeline Management
22. Prioritization
23. Administrative Services
24. Emotional Intelligence
25. Referral Identification
26. Written Communications
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
27. For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
19.5
Pay Transparency details
US - CA - Irvine - 100 Spectrum Center Dr (CA6813)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.