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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Management Associate, Wealth Advisory
Philadelphia, PA · On-site
$15 - $20/hr
Our team of experts partners with every client to personalize solutions that lead to exceptional ... The primary function of the Management Associate is to assist and support the designated ...
Management Associate, Wealth Advisory
Philadelphia, PA · On-site
$15 - $20/hr
Our team of experts partners with every client to personalize solutions that lead to exceptional ... The primary function of the Management Associate is to assist and support the designated ...
Management Associate, Wealth Advisory
Philadelphia, PA · On-site
$15 - $20/hr
Our team of experts partners with every client to personalize solutions that lead to exceptional ... The primary function of the Management Associate is to assist and support the designated ...
Management Associate, Wealth Advisory
Philadelphia, PA · On-site
$15 - $20/hr
Our team of experts partners with every client to personalize solutions that lead to exceptional ... The primary function of the Management Associate is to assist and support the designated ...
Client Service Associate 1
Harrisburg, PA · On-site
$14.25 - $19.75/hr
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
Harrisburg, PA · On-site
$14.25 - $19.75/hr
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 ...
Be Seen First
Client Relationship Manager (Aging Services)
Havertown, PA · On-site
$26 - $29/hr
... Associates Life Managers & Associates supports older adults by managing the financial ... As a Client Relationship Manager, you serve as the primary point of contact for clients and their ...
Quick apply
Be Seen First
Client Relationship Manager (Aging Services)
Havertown, PA · On-site
$26 - $29/hr
... Associates Life Managers & Associates supports older adults by managing the financial ... As a Client Relationship Manager, you serve as the primary point of contact for clients and their ...
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 Manager Associate, Select Market - Northeast
Bethlehem, PA · Hybrid
$45K - $74K/yr
The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines ...
Client Manager Associate, Select Market - Northeast
Bethlehem, PA · Hybrid
$45K - $74K/yr
The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines ...
Client Manager Associate, Select Market - Northeast
Bethlehem, PA · On-site
$45K - $74K/yr
The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines ...
Client Manager Associate, Select Market - Northeast
Bethlehem, PA · On-site
$45K - $74K/yr
The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines ...
The ideal candidate for the Associate Director of Business Manager Position would have a strong ... Client-facing lead on all financial client request; pertaining to: Budget Management and Reporting ...
The ideal candidate for the Associate Director of Business Manager Position would have a strong ... Client-facing lead on all financial client request; pertaining to: Budget Management and Reporting ...
Client Management Associate information
See Pennsylvania salary details
$10.12 - $12.92
3% of jobs
$12.92 - $15.73
12% of jobs
$16.94 is the 25th percentile. Wages below this are outliers.
$15.73 - $18.53
23% of jobs
The median wage is $19.87 / hr.
$18.53 - $21.34
24% of jobs
$23.64 is the 75th percentile. Wages above this are outliers.
$21.34 - $24.14
15% of jobs
$24.14 - $26.94
10% of jobs
$26.94 - $29.75
6% of jobs
$29.75 - $32.55
2% of jobs
$32.55 - $35.36
2% of jobs
$35.36 - $38.16
1% of jobs
$38.16 - $40.96
1% of jobs
$10
$22
$40
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?
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The most popular types of Client Management jobs in Pennsylvania are:
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Full-time
Re-posted 19 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.
* The individual selected will be supporting the Jancisin | DiSilvio Group
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