Wealth Management Client Associate
Company: Disability Solutions
Location: Albuquerque
Posted on: May 4, 2024
Job Description:
Job Description:The Wealth Management Client Associate role is a
sales support position, typically providing dedicated operational
and sales support to multiple Financial Advisors (FA). 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 with Merrill Wealth Management.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 dayKey Qualifications for
the role:
- 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
- Detailed 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 communicationShift:1st shift
(United States of America)Hours Per Week: 37.5
Keywords: Disability Solutions, Albuquerque , Wealth Management Client Associate, Executive , Albuquerque, New Mexico
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