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.
We believe trust comes from transparency. Our 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 brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Responsibilities
* Provides excellent client service by educating them on all available service and banking offerings.
* Serves as the most frequent point of contact to address all service needs of clients.
* 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 promoting incorporation of banking into day-to-day practices.
* Supports day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases.
Key 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
Work Schedule
37.5 hours per week, first shift (United States of America)