Bank of America
Associate Client Service Manager
Atlanta, Georgia
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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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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.
The
Associate Client Service Manager
will oversee the Client Service Associate (CSA) team who provides dedicated operational and sales support to multiple Advisors across the division. The individual must leverage analytical thinking, problem resolution, project management, process improvement and effective communication skills. Candidate must be able to confidently lead and influence others, motivate a diverse group of employees, and display a positive commitment to client service and quality. Must demonstrated a proven ability to work well with employees at all levels, while fostering teamwork and providing direction. Candidate must be able to effectively manage risks and possess effective decision-making skills, ability to multi-task and possess strong interpersonal, organizational and communication (verbal and written) skills. Candidate must demonstrate ability to maintain resilience to a changing environment, and must demonstrate the ability to develop and maintain collaborative relationships with functional business partners with a focus on the achievement of business plans and individual team objectives.
Required Qualifications:
Minimum 2 years industry experience; knowledge of Merrill applications, systems (e.g., Wealth Management Workstation) and Clients is a plus
Previous leadership experience and ability to effectively manage a team
Ability to effectively recruit industry-leading new hires
Strong communication, interpersonal and impeccable follow-up skills
Previous risk management experience
Key Qualifications for the role:
Must think analytically, using good research skills, to apply past experiences to effectively resolve problems
Capable of effectively coaching and mentoring team to meet metrics
Able to effectively manage workload in a fast-paced environment
Desire to share knowledge, materials, skill and experience
Possess the ability to adapt quickly to dynamic and changing environments
Demonstrate the ability to identify process improvements
Ability to tailor communications to audience, actively listen and follow up with questions and updates to involved parties
Ability to prioritize, meet and exceed deadlines
Desired Qualifications:
1+ year of operational experience within financial services
Merrill branch office operations experience
1+ year of management experience including people leadership
FINRA Licensing: Series 7 and 66 (or Series 7, 63 and 65),9 & 10 preferred, but not required, prior to hire
Shift:
1st shift (United States of America)
Hours Per Week:
40
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, 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.
To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
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.
Atlanta, Georgia
To proceed with your application, you must be at least 18 years of age.
Acknowledge
Refer a friend
To proceed with your application, you must be at least 18 years of age.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/Associate-Client-Service-Manager_25040324)
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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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.
The
Associate Client Service Manager
will oversee the Client Service Associate (CSA) team who provides dedicated operational and sales support to multiple Advisors across the division. The individual must leverage analytical thinking, problem resolution, project management, process improvement and effective communication skills. Candidate must be able to confidently lead and influence others, motivate a diverse group of employees, and display a positive commitment to client service and quality. Must demonstrated a proven ability to work well with employees at all levels, while fostering teamwork and providing direction. Candidate must be able to effectively manage risks and possess effective decision-making skills, ability to multi-task and possess strong interpersonal, organizational and communication (verbal and written) skills. Candidate must demonstrate ability to maintain resilience to a changing environment, and must demonstrate the ability to develop and maintain collaborative relationships with functional business partners with a focus on the achievement of business plans and individual team objectives.
Required Qualifications:
Minimum 2 years industry experience; knowledge of Merrill applications, systems (e.g., Wealth Management Workstation) and Clients is a plus
Previous leadership experience and ability to effectively manage a team
Ability to effectively recruit industry-leading new hires
Strong communication, interpersonal and impeccable follow-up skills
Previous risk management experience
Key Qualifications for the role:
Must think analytically, using good research skills, to apply past experiences to effectively resolve problems
Capable of effectively coaching and mentoring team to meet metrics
Able to effectively manage workload in a fast-paced environment
Desire to share knowledge, materials, skill and experience
Possess the ability to adapt quickly to dynamic and changing environments
Demonstrate the ability to identify process improvements
Ability to tailor communications to audience, actively listen and follow up with questions and updates to involved parties
Ability to prioritize, meet and exceed deadlines
Desired Qualifications:
1+ year of operational experience within financial services
Merrill branch office operations experience
1+ year of management experience including people leadership
FINRA Licensing: Series 7 and 66 (or Series 7, 63 and 65),9 & 10 preferred, but not required, prior to hire
Shift:
1st shift (United States of America)
Hours Per Week:
40
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, 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.
To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
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.