Client Service Associate

Description

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.

• The Client Service Associates 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. Incumbents 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 :

Skills : Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Desired Skills :

Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment

The candidate should respond well to changing and evolving job duties and expectations.

Strong technological skills are desired

Required Skills :

Minimum of 1+ years of professional or relevant internship experience

Knowledge of investment and banking products, policies & procedure

Strong client service & technical skills (MS Word & Excel)

Strong communication, time management, and organizational​

Shift :

1st shift (United States of America)

Hours Per Week : 37.5