Bank of America - Paramus, NJ
posted 18 days ago
Full-time
Paramus, NJ
10,001+ employees
Credit Intermediation and Related Activities
About the position
The Wealth Management Client Associate at Merrill Wealth Management plays a crucial role in providing exceptional client service and support to Financial Advisors. This position focuses on educating clients about the bank's services, ensuring accuracy in client materials, and maintaining strong client relationships. The associate is integral to the operational excellence of the team, promoting a client-first mindset and aligning practices with the bank's policies.
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 mindset.
Requirements
- High School Diploma / GED / Secondary School or equivalent.
Nice-to-haves
- 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
