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Wealth Management Client Associate
$52,000 - $76,960/Yr
Bank of America - Easton, PA
posted 2 months ago
Full-time - Entry Level
Easton, PA
Credit Intermediation and Related Activities
About the position
The position at Merrill Wealth Management involves providing client service support to multiple Financial Advisors (FAs). The role focuses on enhancing client relationships, ensuring operational excellence, and advocating for clients' needs while aligning with the bank's strategic objectives. The individual will serve as a primary contact for clients, addressing their service needs and customizing solutions based on specific requirements.
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
- Experience in Account Management
- Strong Client Management skills
- Customer and Client Focus
- Issue Management capabilities
- Excellent Oral Communications
- Business Development experience
- Ability to provide Client Solutions
- Experience in Advisory Pipeline Management
- Strong Prioritization skills
- Administrative Services experience
- Emotional Intelligence
- Referral Identification skills
- Strong Written Communications
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Annual discretionary award based on performance
- Competitive benefits to support physical, emotional, and financial well-being
