Registered Wealth Management Client Associate

Frisco, TX - USA

Monthly Salary: Not Disclosed

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management including planning for retirement education legacy and other life goals through investment advice and guidance.

Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill we empower you to bring your whole self to work. We value diversity in our thoughts business and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective.

Job 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 FAs 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 banks clients through educating them on all of the banks 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 banks policies and procedures to support operational excellence protect the banks clients and manage risk
Identifies deepens and maintains client relationships through emphasizing the banks 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:

Currently holds FINRA Securities Industry Essentials (SIE) Series 7 and Series 66 (63 and 65 accepted in lieu of 66)
** If these licenses are not currently held they must be obtained within a specified timeframe if being hired into a registered job code.**
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients quickly fulfilling their needs delivering complex solutions and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills including proficiency with Microsoft Word Excel PowerPoint and Salesforce
Demonstrates professional verbal and written communication skills

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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

Required Experience:

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth m...