Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
This role provides client service support to Financial Advisors, focusing on supporting strategic objectives, operational excellence, and client advocacy. You will be the primary point of contact for addressing client service needs.
Responsibilities
- Provides excellent client service by educating clients on bank 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 align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
- Identifies, deepens, and maintains client relationships by emphasizing bank offerings and promoting banking incorporation.
- Supports day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases, with a client-first mindset.
Requirements
- 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.
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
- Possesses industry knowledge and an understanding of investment products.
- 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
Location
- US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Work Type
- Onsite
- Full-time
Education Level
- High School Diploma / GED / Secondary School or equivalent
Salary/Compensations
- $25.00 - $44.00 hourly pay
Benefits
- Discretionary incentive eligible
- Eligible for annual discretionary award based on performance.
- Currently benefits eligible.
- Industry-leading benefits.
- Access to paid time off.
- Resources and support.
About the Company
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
- Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy.
- Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through a personal relationship with their advisory team.
- Merrill believes trust comes from transparency.
- Merrill's trusted advisory teams have access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
- Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.
- Merrill empowers employees to bring their whole selves to work.
- Merrill values unique perspectives in thoughts, business, employees, and clients.
- Merrill's Wealth Management team represents an array of different skills and experiences from diverse backgrounds.
- These journeys foster resilience, leadership, and innovation, strengthening the workforce and positively impacting communities.