Wealth Management Client Associate (FP)

Description

:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

Ensures timeliness, accuracy, and completeness in client materials and follows up on all 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, ...