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:
1. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
2. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
3. 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
4. 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
5. 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:
6. FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
7. Displays advanced industry knowledge and understanding of investment products
Desired Qualifications:
8. Energetic individual that is self-motivated, coachable and flexible in thought
9. Enjoys a fast-paced environment with changing and evolving responsibilities
10. Detail oriented
11. Invested in personal development
12. Consistently pursues client experience excellence
13. Works quickly to fulfill client needs, delivering complex solutions
14. Frequent communication and an abundance of discretion with sensitive information
15. Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
16. Professional verbal and written communication
Skills:
17. Account Management
18. Client Management
19. Customer and Client Focus
20. Issue Management
21. Oral Communications
22. Business Development
23. Client Solutions Advisory
24. Pipeline Management
25. Prioritization
26. Administrative Services
27. Emotional Intelligence
28. Referral Identification
29. Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
37.5