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Client Service Associate

Charlotte, North Carolina

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.

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. We believe trust comes from transparency. Our trusted 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 bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.

• The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).

• You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.

• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

Responsibilities include :

• End-to-end onboarding process; including systems, documentation, and follow-up

• New account opening and maintenance

• Phone coverage for assigned advisors

• IAP enrollment and maintenance

• Process and manage client servicing requests and account maintenance

• Drive digital client engagement

• Use Salesforce to track daily activities

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

Desired Skills:

• Undergraduate Degree

• Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment

• The candidate should respond well to changing and evolving job duties and expectations.

• Strong technological skills are desired

Required Skills:

• Minimum of 1+ years of professional or relevant internship experience

• Knowledge of investment and banking products, policies & procedure

• Strong client service & technical skills (MS Word & Excel)

• Strong communication, time management, and organizational​

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.