This role provides essential client service support to multiple Financial Advisors while ensuring alignment with bank policies and operational goals
Job Summary
This role provides essential client service support to multiple Financial Advisors while ensuring alignment with bank policies and operational goals.
The position requires acting as the primary point of contact for clients, educating them on banking offerings, and deepening relationships through strategic advice.
Merrill Wealth Management fosters a culture driven by diversity, transparency, and results, empowering employees to bring their whole selves to work.
Matching Summary
This role provides essential client service support to multiple Financial Advisors while ensuring alignment with bank policies and operational goals.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with Microsoft Office applications
Ability to learn new technology platforms quickly
Detail-oriented approach to operational excellence
Nice-to-have
Experience in fast-paced financial environments
Commitment to continuous professional growth
Sound judgment handling sensitive information
Emotional intelligence in client interactions
Background in investment product knowledge
Key Requirements
High School Diploma or GED required
FINRA SIE, Series 7, or Series 66 certification desired
Must be willing to work onsite per workplace policy