Registered Wealth Management Client Associate

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
icon loader

This job is no longer accepting applications.

Scroll down below to view similar jobs .

Job Description - Registered Wealth Management Client Associate

Registered Wealth Management Client Associate page is loaded

Registered Wealth Management Client Associate

Apply

locations

Boston

time type

Full time

posted on

Posted 3 Days Ago

job requisition id

24004994

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.
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
Position Overview:
The

Wealth Management Registered Client Associate

role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). 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 within Merrill.
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:
Candidates are

required

to currently hold Series 7 & 66 or 63/65
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
Detail 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
Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Similar Jobs (1)

Registered Wealth Management Client Associate

locations

Boston

time type

Full time

posted on

Posted 3 Days Ago
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2. Think about why you can do the job and make a list of your skills that are relative to the job.
3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume
• Do be brief. Resumes should be 1-2 pages in length.
• Do be upbeat and active in your wording.
• Do emphasize what you have done clearly and concretely.
• Do be neat and well organized.
• Do have others proofread and critique your resume. Spell check. Make it error free.
• Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.
• Don't be dishonest, always tell the truth about yourself in the most flattering light.
• Don't include salary history or requirements.
• Don't include references.
• Don't include accomplishments that do not support your professional goals.


Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
• Don't use italics, underlining, shadows or other fancy treatments.
Seven steps to a successful interview
1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

#J-18808-Ljbffr
Original job Registered Wealth Management Client Associate posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

This job is no longer accepting applications.

Scroll down below to view similar jobs .

icon no cv required No CV Required icon fast interview Fast Interview via Chat

Share this job with your friends

icon get direction How to get there?

icon geo-alt Boston, Massachusetts

icon get direction How to get there?
View similar Others jobs below

Similar Jobs in the US

GrabJobs is the no1 job portal in the US, connecting you to thousands of jobs fast! Find the best jobs in the US, apply in 1 click and get a job today!

Mobile Apps

Copyright © 2024 Grabjobs Pte.Ltd. All Rights Reserved.