Job Title: Wealth Management Client Associate, York
Job Overview
This role involves providing client service support to multiple Financial Advisors (FAs). The key responsibilities include supporting strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions to meet specific client needs. The associate serves as the primary point of contact within Merrill for client service needs.
Responsibilities
1. Provide excellent client service by educating clients on the bank's services and offerings.
2. Ensure timely, accurate, and complete client materials; follow up on all client and FA requests.
3. Align practices with bank policies and procedures to support operational excellence, protect clients, and manage risk.
4. Identify, deepen, and maintain client relationships by promoting the bank's offerings and integrating banking into daily practices, communicating outputs to the FA.
5. Support daily team activities, including covering roles during absences or seasonal increases, with a client-first approach.
Skills Required
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral and Written Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Administrative Services
* Emotional Intelligence
* Referral Identification
Minimum Education
High School Diploma / GED / Secondary School or equivalent
Work Details
Shift: 1st shift (United States of America)
Hours per Week: 37.5
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