Wealth Management Client Associate
Honolulu, HI Honolulu, HI Full-time Full-time Estimated:
$75.
1K - $95.
1K a year Estimated:
$75.
1K - $95.
1K a year 6 hours ago 6 hours ago 6 hours ago
Job Description:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA).
Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor.
For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
Work with highly affluent clients Lead end-to-end onboarding and maintenance activities for new and existing clients.
Provide products and services to each client, working with cross line of business partners Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
Act as a key team member leading our clients' digital experience with the firm Create ease of access and interaction, while protecting their privacy and security Find opportunities to innovate every day Key Qualifications for the role:
2
years post high school education and/or 4
years of professional or relevant internship experience; Undergraduate degree a plus Product Knowledge:
Foundational knowledge of investment and banking products Energetic individual that is self-motivated, coachable, and flexible in thought Enjoys a fast-paced environment with changing and evolving responsibility Detailed oriented Invested in personal development Consistently pursues client experience excellence Works quickly to fulfill client needs delivering complex solutions Frequent communication, and an abundance of discretion with sensitive information Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus Professional verbal and written communication Job Band:
H7 Shift:
1st shift (United States of America) Hours Per Week:
37.
5 Weekly Schedule:
Referral Bonus Amount:
1500 .
Estimated Salary: $20 to $28 per hour based on qualifications.
$75.
1K - $95.
1K a year Estimated:
$75.
1K - $95.
1K a year 6 hours ago 6 hours ago 6 hours ago
Job Description:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA).
Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor.
For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
Work with highly affluent clients Lead end-to-end onboarding and maintenance activities for new and existing clients.
Provide products and services to each client, working with cross line of business partners Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
Act as a key team member leading our clients' digital experience with the firm Create ease of access and interaction, while protecting their privacy and security Find opportunities to innovate every day Key Qualifications for the role:
2
years post high school education and/or 4
years of professional or relevant internship experience; Undergraduate degree a plus Product Knowledge:
Foundational knowledge of investment and banking products Energetic individual that is self-motivated, coachable, and flexible in thought Enjoys a fast-paced environment with changing and evolving responsibility Detailed oriented Invested in personal development Consistently pursues client experience excellence Works quickly to fulfill client needs delivering complex solutions Frequent communication, and an abundance of discretion with sensitive information Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus Professional verbal and written communication Job Band:
H7 Shift:
1st shift (United States of America) Hours Per Week:
37.
5 Weekly Schedule:
Referral Bonus Amount:
1500 .
Estimated Salary: $20 to $28 per hour based on qualifications.
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