Wealth Management Client Associate; FP

Position: Wealth Management Client Associate (FP)

Description

:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). 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.

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

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results

Demonstrates a client-centric mindset, always acting in the best interest of the client

Has the ability to learn and adapt to new information and technology platforms

Desired

Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)

Possesses industry knowledge and an understanding of investment products

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience

Is comfortable operating in a fast-paced environment with changing and evolving responsibilities

Is detail oriented

Demonstrates a commitment to continuous learning and professional growth

Exhibits sound judgment and discretion when handling sensitive information

Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Demonstrates professional verbal and written communication skills

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - WA - Vancouver - 500 Broadway St - Vancouver Ml (WA9103)
Pay and benefits information

Pay range $25.00 - $44.00 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.