Bank of America
To proceed with your application, you must be at least 18 years of age.
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.
Job Description Client Service Associates will be co‑located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.
The Client Service Associates (CSA) 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. CSA’s 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
Use Salesforce to track daily activities
Required Qualifications:
1+ years' experience working in a client servicing operations capacity or banking/financial industry
Proficient in Microsoft Word, Excel
Desired Qualifications:
Undergraduate Degree
Knowledge of investment and banking products, policies & procedure
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Administrative Services
Time Management
Organizational
Detail Oriented
Multi-tasking
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Illinois pay and benefits information
$28.75 - $38.46 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.
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.
Important notice: You are now leaving a Bank of America website.
By clicking
Continue , you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Please refer to the website’s posted privacy terms and use.
You can click the
Continue
button to proceed or the
Cancel
button to return to the previous page.
#J-18808-Ljbffr
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.
Job Description Client Service Associates will be co‑located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.
The Client Service Associates (CSA) 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. CSA’s 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
Use Salesforce to track daily activities
Required Qualifications:
1+ years' experience working in a client servicing operations capacity or banking/financial industry
Proficient in Microsoft Word, Excel
Desired Qualifications:
Undergraduate Degree
Knowledge of investment and banking products, policies & procedure
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Administrative Services
Time Management
Organizational
Detail Oriented
Multi-tasking
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Illinois pay and benefits information
$28.75 - $38.46 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.
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.
Important notice: You are now leaving a Bank of America website.
By clicking
Continue , you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Please refer to the website’s posted privacy terms and use.
You can click the
Continue
button to proceed or the
Cancel
button to return to the previous page.
#J-18808-Ljbffr