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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.
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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.
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The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs.
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. 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.
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For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Consistently pursues client experience excellence.
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Registered Wealth Management Client Associate. + Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
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Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. 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.
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Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. 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.
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Works quickly to fulfill client needs, delivering complex solutions. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). 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.
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Client Solutions Advisory. Customer and Client Focus. FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
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At Merrill, we empower you to bring your whole self to work. 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.
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Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Microsoft Word, Excel and PowerPoint experience with Salesforce a plus.
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Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities.
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At RBC Wealth Management, your career progression matters to us. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch.
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Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
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wealth management relationship jobs Title: registered client associate
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