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 ...
The Relationship Management Associate will: Assist in preparing periodic client level Portfolio Reviews on various metrics, in conjunction with Relationship Managers, Portfolio Managers and ...
The Relationship Management Associate will: Assist in preparing periodic client level Portfolio Reviews on various metrics, in conjunction with Relationship Managers, Portfolio Managers and ...
The Relationship Management Associate will: * Assist in preparing periodic client level Portfolio Reviews on various metrics, in conjunction with Relationship Managers, Portfolio Managers and ...
The Relationship Management Associate will: * Assist in preparing periodic client level Portfolio Reviews on various metrics, in conjunction with Relationship Managers, Portfolio Managers and ...
The Relationship Management Associate will: * Assist in preparing periodic client level Portfolio Reviews on various metrics, in conjunction with Relationship Managers, Portfolio Managers and ...
The Relationship Management Associate will: * Assist in preparing periodic client level Portfolio Reviews on various metrics, in conjunction with Relationship Managers, Portfolio Managers and ...
The Relationship Management Associate will: * Assist in preparing periodic client level Portfolio Reviews on various metrics, in conjunction with Relationship Managers, Portfolio Managers and ...
The Relationship Management Associate will: * Assist in preparing periodic client level Portfolio Reviews on various metrics, in conjunction with Relationship Managers, Portfolio Managers and ...
Client Pilot & Account Support * Provide project management and analytical support for ongoing pilots and engagements across Simbe's broader client portfolio, ensuring continuity and momentum across ...
Client Pilot & Account Support * Provide project management and analytical support for ongoing pilots and engagements across Simbe's broader client portfolio, ensuring continuity and momentum across ...
Client Services Leader - Industrial/Commercial/Utility
Columbus, OH · On-site
$160K - $192K/yr
T&M Associates is seeking a senior‑level client leader with deep experience and relationships ... This role combines strategic client management with proactive business development to expand T&M ...
Quick apply
Client Services Leader - Industrial/Commercial/Utility
Columbus, OH · On-site
$160K - $192K/yr
T&M Associates is seeking a senior‑level client leader with deep experience and relationships ... This role combines strategic client management with proactive business development to expand T&M ...
EMH/Waste Management Associate
Cleveland, OH · On-site
$24.50/hr
A local company is seeking an EMH/Waste Management Associate to join their team. Work hours are ... client companies, either through a direct hire or after successfully completing an initial ...
EMH/Waste Management Associate
Cleveland, OH · On-site
$24.50/hr
A local company is seeking an EMH/Waste Management Associate to join their team. Work hours are ... client companies, either through a direct hire or after successfully completing an initial ...
Own and manage a client portfolio and cultivate relationships with school district partners * Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be ...
Own and manage a client portfolio and cultivate relationships with school district partners * Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Client Relationship Manager / Associate Advisor
Worthington, OH · On-site
$40K - $50K/yr
Position Overview The Client Relationship Manager / Associate Advisor serves as a hybrid role ... relationship management, and client service execution. This role partners closely with Lead ...
Client Relationship Manager / Associate Advisor
Worthington, OH · On-site
$40K - $50K/yr
Position Overview The Client Relationship Manager / Associate Advisor serves as a hybrid role ... relationship management, and client service execution. This role partners closely with Lead ...
... Associates, as appropriate Acts as a leader and projects a professional, positive attitude toward client and firm personnel Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor ...
... Associates, as appropriate Acts as a leader and projects a professional, positive attitude toward client and firm personnel Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor ...
Associate Project Manager
Newark, OH · On-site
$85K - $100K/yr
Associate Project Manager Salary Range: $85,000-100,000+ Location: Newark Department ... This position will provide both technical and client management project leadership. Requirements
Associate Project Manager
Newark, OH · On-site
$85K - $100K/yr
Associate Project Manager Salary Range: $85,000-100,000+ Location: Newark Department ... This position will provide both technical and client management project leadership. Requirements
Associate Project Manager
Newark, OH · On-site +1
$85K - $100K/yr
Associate Project Manager Salary Range: $85,000-100,000+ Location: Newark Department ... This position will provide both technical and client management project leadership. Requirements
Associate Project Manager
Newark, OH · On-site +1
$85K - $100K/yr
Associate Project Manager Salary Range: $85,000-100,000+ Location: Newark Department ... This position will provide both technical and client management project leadership. Requirements
Associate Project Manager
Newark, OH · On-site
$85K - $100K/yr
Associate Project Manager Salary Range: $85,000-100,000+ Location: Newark Department ... This position will provide both technical and client management project leadership. Requirements:
Quick apply
Associate Project Manager
Newark, OH · On-site
$85K - $100K/yr
Associate Project Manager Salary Range: $85,000-100,000+ Location: Newark Department ... This position will provide both technical and client management project leadership. Requirements:
... management ... Analyzes individual client operations to determine market exposure, price sensitivity and financial ...
... management ... Analyzes individual client operations to determine market exposure, price sensitivity and financial ...
... management ... Analyzes individual client operations to determine market exposure, price sensitivity and financial ...
... management ... Analyzes individual client operations to determine market exposure, price sensitivity and financial ...
... management ... Analyzes individual client operations to determine market exposure, price sensitivity and financial ...
... management ... Analyzes individual client operations to determine market exposure, price sensitivity and financial ...
Client Management Associate information
See Ohio salary details
$9.60 - $12.26
3% of jobs
$12.26 - $14.92
12% of jobs
$16.07 is the 25th percentile. Wages below this are outliers.
$14.92 - $17.58
23% of jobs
The median wage is $18.85 / hr.
$17.58 - $20.24
24% of jobs
$22.42 is the 75th percentile. Wages above this are outliers.
$20.24 - $22.89
15% of jobs
$22.89 - $25.55
10% of jobs
$25.55 - $28.21
6% of jobs
$28.21 - $30.87
2% of jobs
$30.87 - $33.53
2% of jobs
$33.53 - $36.19
1% of jobs
$36.19 - $38.85
1% of jobs
$9
$21
$38
How much do client management associate jobs pay per hour?
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?
Is a Client Management Associate job stressful?
What does a Client Management Associate do?
Full-time
Posted 17 days ago
Job description
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
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:
37.5About Bank of America Business
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998