Client Service Associate - Bilingual in Spanish, Portuguese or Mandarin

Job Description:

This job is responsible for providing shared client service support to potentially multiple Financial Advisors who have both short‑term and long‑term coverage needs. 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. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

• 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

• Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry
• Proficient in Microsoft Word and Excel

• Bilingual in Spanish, Portuguese or Mandarin.
• Bachelor’s Degree in a related field
• Knowledge of investment and banking products, policies and procedures
• Flexible and adaptable to changing business needs and evolving job expectations
• Strong technological 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
• Time Management
• Organized
• Detail Oriented
• Multi-tasking

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

37.5

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay range: $28.75 - $40.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group, and the overall success of the Company.

Benefits:
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.