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 ...
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 ...
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 ...
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 ...
Client Manager Associate, Select Market (South)
Raleigh, NC · On-site
$37K - $62K/yr
The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales ... CRM and insurance administration systems such as Salesforce. . You Will * Provide renewal rate ...
Client Manager Associate, Select Market (South)
Raleigh, NC · On-site
$37K - $62K/yr
The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales ... CRM and insurance administration systems such as Salesforce. . You Will * Provide renewal rate ...
Support client relationships through operational oversight, reporting review, and issue resolution ... Experience managing performance metrics, productivity standards, and operational reporting * Strong ...
Quick apply
Support client relationships through operational oversight, reporting review, and issue resolution ... Experience managing performance metrics, productivity standards, and operational reporting * Strong ...
Client Service Associate 1
Raleigh, NC · On-site
$14 - $19.50/hr
Medical
Dental
Retirement
PTO
Client Success Associates will be responsible for managing, maintaining, and growing client relationships with local education agency (school district) and/or state agency stakeholders. This will be ...
Client Service Associate 1
Raleigh, NC · On-site
$14 - $19.50/hr
Medical
Dental
Retirement
PTO
Client Success Associates will be responsible for managing, maintaining, and growing client relationships with local education agency (school district) and/or state agency stakeholders. This will be ...
Associate, Client Delivery - CIB
Charlotte, NC · Hybrid
$72K - $109K/yr
Medical
Life
Retirement
PTO
This includes business management, strategy & innovation, data transformation, client lifecycle ... Associate . This is a front office-aligned role providing direct exposure to client engagement ...
Associate, Client Delivery - CIB
Charlotte, NC · Hybrid
$72K - $109K/yr
Medical
Life
Retirement
PTO
This includes business management, strategy & innovation, data transformation, client lifecycle ... Associate . This is a front office-aligned role providing direct exposure to client engagement ...
Data Management Analyst
Charlotte, NC · On-site
$23 - $25/hr
Data Management Associate (Contract) We are not accepting C2C or 1099 arrangements. Location ... Communicate relevant information and updates to business partners and client-facing personnel.
Data Management Analyst
Charlotte, NC · On-site
$23 - $25/hr
Data Management Associate (Contract) We are not accepting C2C or 1099 arrangements. Location ... Communicate relevant information and updates to business partners and client-facing personnel.
Associate Business Manager
Charlotte, NC · On-site
Sales skills to include understanding the sales process, contract paperwork, and client promotion ... management. * Finance skills to include ability to create profit and volume strategies and ...
Associate Business Manager
Charlotte, NC · On-site
Sales skills to include understanding the sales process, contract paperwork, and client promotion ... management. * Finance skills to include ability to create profit and volume strategies and ...
Client Service Associate
Raleigh, NC · On-site
$80 - $100/hr
PTO
Wealth Management Guidance: Offer expertise in financial planning for individuals and corporate clients. Senior Client Service Associate A great Client Service Associate can solve three client ...
Client Service Associate
Raleigh, NC · On-site
$80 - $100/hr
PTO
Wealth Management Guidance: Offer expertise in financial planning for individuals and corporate clients. Senior Client Service Associate A great Client Service Associate can solve three client ...
Client Service Associate
Raleigh, NC · On-site
$80K/yr
PTO
Job Title Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but true: A great ... Manage documentation, scanning, filing, and general office support. Help keep daily operations ...
Client Service Associate
Raleigh, NC · On-site
$80K/yr
PTO
Job Title Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but true: A great ... Manage documentation, scanning, filing, and general office support. Help keep daily operations ...
Client Service Associate
Raleigh, NC · On-site
$80K - $92K/yr
PTO
Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client ... Direct exposure to financial planning, operations, leadership, and client management * Mentorship ...
Client Service Associate
Raleigh, NC · On-site
$80K - $92K/yr
PTO
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Charlotte, NC · On-site
$44K - $55K/yr
Client tactical communication. * Liaison with Marketing. * Key metric tracking. * Promotion plans ... management. * Finance skills to include ability to create profit and volume strategies and ...
Associate Business Manager
Charlotte, NC · On-site
$44K - $55K/yr
Client tactical communication. * Liaison with Marketing. * Key metric tracking. * Promotion plans ... management. * Finance skills to include ability to create profit and volume strategies and ...
Care Management (customer service) Specialized Associate - In Office Elkin, NC
Elkin, NC · On-site
$13.50 - $18.50/hr
Medical
Retirement
PTO
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Care Management (customer service) Specialized Associate - In Office Elkin, NC
Elkin, NC · On-site
$13.50 - $18.50/hr
Medical
Retirement
PTO
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With over 40 years of knowledge in the financial industry, the Masters Wealth Management Group ... Client Services Associate Type: Full Time Salary: Competitive Compensation Commensurate with ...
With over 40 years of knowledge in the financial industry, the Masters Wealth Management Group ... Client Services Associate Type: Full Time Salary: Competitive Compensation Commensurate with ...
Care Management (customer service) Specialized Associate - In Office Elkin, NC
Elkin, NC · On-site
$13.50 - $18.50/hr
Medical
Retirement
PTO
Your work will directly enhance the client experience and ensure patients and providers receive the exceptional care and support they deserve. A day in the life of a Care Management Associate:
Care Management (customer service) Specialized Associate - In Office Elkin, NC
Elkin, NC · On-site
$13.50 - $18.50/hr
Medical
Retirement
PTO
Your work will directly enhance the client experience and ensure patients and providers receive the exceptional care and support they deserve. A day in the life of a Care Management Associate:
Care Management (customer service) Specialized Associate - In Office Elkin, NC
$13.50 - $18.50/hr
Medical
Retirement
PTO
Your work will directly enhance the client experience and ensure patients and providers receive the exceptional care and support they deserve. A day in the life of a Care Management Associate:
Care Management (customer service) Specialized Associate - In Office Elkin, NC
$13.50 - $18.50/hr
Medical
Retirement
PTO
Your work will directly enhance the client experience and ensure patients and providers receive the exceptional care and support they deserve. A day in the life of a Care Management Associate:
Client Services Associate
Oriental, NC · On-site
With over 40 years of knowledge in the financial industry, the Masters Wealth Management Group ... Client Services Associate Type: Full Time Salary: Competitive Compensation Commensurate with ...
Client Services Associate
Oriental, NC · On-site
With over 40 years of knowledge in the financial industry, the Masters Wealth Management Group ... Client Services Associate Type: Full Time Salary: Competitive Compensation Commensurate with ...
Cash Management Client Service - Associate
Charlotte, NC · Hybrid
$80K - $105K/yr
Role Objectives Associate Key Responsibilities Client Support & Issue Resolution * Serve as a primary point of contact for day-to-day client inquiries related to cash management services, including ...
Cash Management Client Service - Associate
Charlotte, NC · Hybrid
$80K - $105K/yr
Role Objectives Associate Key Responsibilities Client Support & Issue Resolution * Serve as a primary point of contact for day-to-day client inquiries related to cash management services, including ...
Client Services Associate
Charlotte, NC · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... Process payments and assist with invoice management * Collaborate with team members to ensure ...
Client Services Associate
Charlotte, NC · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... Process payments and assist with invoice management * Collaborate with team members to ensure ...
Relationship Management - Assists in client relationship management planning by providing timely ... associates. More information can be found at
Relationship Management - Assists in client relationship management planning by providing timely ... associates. More information can be found at
Client Management Associate information
See North Carolina salary details
$9.18 - $11.72
3% of jobs
$11.72 - $14.26
12% of jobs
$15.36 is the 25th percentile. Wages below this are outliers.
$14.26 - $16.80
23% of jobs
The median wage is $18.02 / hr.
$16.80 - $19.34
24% of jobs
$21.43 is the 75th percentile. Wages above this are outliers.
$19.34 - $21.89
15% of jobs
$21.89 - $24.43
10% of jobs
$24.43 - $26.97
6% of jobs
$26.97 - $29.51
2% of jobs
$29.51 - $32.05
2% of jobs
$32.05 - $34.60
1% of jobs
$34.60 - $37.14
1% of jobs
$9
$20
$37
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How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?
What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?
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The most popular types of Client Management jobs in North Carolina are:
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Full-time
Re-posted 21 days ago
Bank Of America rating
8.2
Based on 529 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
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:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
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
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US