Wealth Management Client Associate in San Diego, CA
Job title: Wealth Management Client Associate in San Diego, CA at reputed company
Company: reputed company
Job description: 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 reputed company 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 reputed company trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of reputed company.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 reputed company you to bring your whole self to work. We value diversity in our thoughts, business, and reputed company our employees and clients. Our Wealth Management team represents an reputed company of different backgrounds and bring their unique perspectives, reputed company and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting reputed company strategic objectives, operational excellence goals, and client advocacy reputed company the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent reputed company of contact reputed company Merrill to address reputed company service needs of their clients.Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on reputed company of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on reputed company client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first reputed company
- 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