Registered Wealth Management Client Associate - Chicago Market

Registered Wealth Management Client Associate

• Chicago Market Merrill 4 ( ) Northbrook, IL Why you should apply for a job to

Merrill :

4/5 in overall job satisfaction 4.6/5 in supportive management 80% say women are treated fairly and equally to men 80% would recommend this company to other women 60% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave. Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition. Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise. #

JR-26001751

Position summary nts 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 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.

Job 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, 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 mindset

Required Qualifications:

FINRA Securities Industry Essentials (SIE) Series 7 Series 66 ( Series 63 and 65 in lieu of 66) Displays advanced industry knowledge and understanding of investment products

Desired Qualifications:

Energetic individual that is self-motivated, coachable and flexible in thought Enjoys a fast-paced environment with changing and evolving responsibilities 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

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 Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

• For internal employees: participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5 Pay Transparency details US

• IL•Northbrook•1033 SKOKIE BLVD (IL3518) Pay and benefits information Pay range $26.

50

• $42.

00 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Why you should apply for a job to

Merrill :

4/5 in overall job satisfaction 4.6/5 in supportive management 80% say women are treated fairly and equally to men 80% would recommend this company to other women 60% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave. Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition. Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.