Wealth Management Client Associate

1 week ago

Melbourne, Victoria, Australia Bank of America Full time US$25 - US$37

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 kind 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 believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

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 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

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

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

Pay Transparency details

US - CO - Aspen - 301 E Hopkins Ave - Aspen Colorado (CO9922)Pay and benefits informationPay range$ $37.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.

  • Associate Operations Analyst

    4 days ago

    Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $60,000 - $90,000 per year

    LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren't working, while...

  • Wealth Management

    2 weeks ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time $100,000 - $120,000 per year

    Melbourne Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate in Melbourne on an initial 12-month contract. The Client Service Team within Operations is responsible for supporting client offboarding, Deceased Estate processing and...

  • Private Wealth Associate, VIC/NSW

    2 weeks ago

    Melbourne, Victoria, Australia ANZ Full time $80,000 - $120,000 per year

    Req ID: 101792Department: Private AdviceDivision: Australia CommercialLocation: MelbourneAbout UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customersAbout the RoleThe purpose of the Private Wealth Associate, your role is to support the...

  • Associate - Wealth Management

    1 week ago

    Melbourne, Victoria, Australia BlueRock Full time $90,000 - $120,000 per year

    Do things you love with people you care about and good things happen BlueRock was created to be different to other firms – a disruptor by nature, and a multidisciplinary firm that is changing the way people and clients view professional services. From day one, that has been a central element that has attracted both clients and people to it.  That...

  • Wealth Manager

    2 weeks ago

    Melbourne, Victoria, Australia ircfsjobs Full time $150,000 - $200,000 per year

    Position: Wealth Manager Location: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Manager

    4 weeks ago

    Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full time

    Position:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Paraplanner, Wealth Management

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Full time $80,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best – whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...

  • Client Associate

    15 hours ago

    Melbourne, Victoria, Australia FINDEX Full time $60,000 - $80,000 per year

    The Client Associate is the client facing representative for a small team of Advisers for the purpose of servicing the team's client base, ensuring quality and continuity of service.Are you ready to expand your wealth career as a Client Associate?Join our Financial Planning team at Findex as a Client Associate in our Melbourne office This is a permanent,...

  • Financial Investment Advisor-Wholesale Clients

    1 week ago

    Melbourne, Victoria, Australia Newport Private Wealth Full time $90,000 - $120,000 per year

    About UsNewport Private Wealth is a boutique, independent financial advisory firm dedicated to providing holistic wealth management solutions to wholesale and high-net-worth clients. Our client-centric philosophy, long-term vision, and commitment to integrity have made us a trusted partner to executives, entrepreneurs, and family offices across...

  • Paraplanner, Perpetual Wealth Management

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Limited Full time $90,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best - whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...