Registered Wealth Management Client Associate
Company: Disability Solutions
Location: Great Neck
Posted on: October 19, 2024
Job Description:
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.Merrill's 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.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 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 of 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 mindsetRequired Qualifications:
- FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or
66
- Displays advanced industry knowledge and understanding of
investment productsDesired Qualifications:
- Energetic individual that is self-motivated, coachable and
flexible in thought
- Enjoys a fast-paced environment with changing and evolving
responsibilities
- Detail oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs, delivering complex
solutions
- Frequent communication and an abundance of discretion with
sensitive information
- Microsoft Word, Excel and PowerPoint experience with Salesforce
a plus
- Professional verbal and written communicationSkills:
- 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 CommunicationsShift:1st shift (United States of
America)Hours Per Week: 37.5Pay Transparency detailsUS - NY - Great
Neck - 805 Northern Blvd (NY3104)Pay and benefits informationPay
range$26.00 - $40.50 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.BenefitsThis role is currently benefits eligible. We
provide industry-leading benefits, access to paid time off,
resources and support to our employees so they can make a genuine
impact and contribute to the sustainable growth of our business and
the communities we serve.
Keywords: Disability Solutions, New Haven , Registered Wealth Management Client Associate, Executive , Great Neck, Connecticut
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