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 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 mindset
Required Qualifications:
1. Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
2. Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
3. FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
4. Industry knowledge and understanding of investment products
5. Enjoys a fast-paced environment with changing and evolving responsibilities
6. Detail oriented
7. Invested in personal development
8. Consistently pursues client experience excellence
9. Works quickly to fulfill client needs, delivering complex solutions
10. Frequent communication and an abundance of discretion with sensitive information
11. Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
12. Professional verbal and written communication
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
·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 Communications
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:
37.5