This job is responsible for providing client service support to potentially multiple Financial ... Demonstrates professional verbal and written communication skills Skills: * Account Management
This job is responsible for providing client service support to potentially multiple Financial ... Demonstrates professional verbal and written communication skills Skills: * Account Management
This job is responsible for providing client service support to potentially multiple Financial ... Demonstrates professional verbal and written communication skills Skills: * Account Management
This job is responsible for providing client service support to potentially multiple Financial ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Terracon's growth is due to our talented employee-owners exceeding expectations in client service ... Work closely with all Operating Group Safety Professionals to create, manage, train, and audit ...
Terracon's growth is due to our talented employee-owners exceeding expectations in client service ... Work closely with all Operating Group Safety Professionals to create, manage, train, and audit ...
Safety Professional
Baton Rouge, LA · On-site
Work closely with all Operating Group Safety Professionals to create, manage, train, and audit ... Terracon's growth is due to our talented employee-owners exceeding expectations in client service ...
Safety Professional
Baton Rouge, LA · On-site
Work closely with all Operating Group Safety Professionals to create, manage, train, and audit ... Terracon's growth is due to our talented employee-owners exceeding expectations in client service ...
Tax Senior Manager - Private Client Services
Baton Rouge, LA · On-site
$140 - $190/hr
Whether you're starting out in your career or taking your next step as a seasoned professional, the ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Tax Senior Manager - Private Client Services
Baton Rouge, LA · On-site
$140 - $190/hr
Whether you're starting out in your career or taking your next step as a seasoned professional, the ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you're starting out in your career or taking your next step as a seasoned professional, the ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you're starting out in your career or taking your next step as a seasoned professional, the ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you're starting out in your career or taking your next step as a seasoned professional, the ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you're starting out in your career or taking your next step as a seasoned professional, the ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you're starting out in your career or taking your next step as a seasoned professional, the ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you're starting out in your career or taking your next step as a seasoned professional, the ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Customer Service Representative (Career Opportunity)
Baton Rouge, LA · On-site
$15 - $20/hr
Opportunities for professional development and continuing education * Employee discounts for veterinary services and products If you are a client-focused professional who thrives in an environment of ...
Customer Service Representative (Career Opportunity)
Baton Rouge, LA · On-site
$15 - $20/hr
Opportunities for professional development and continuing education * Employee discounts for veterinary services and products If you are a client-focused professional who thrives in an environment of ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service * Mentor, coach, and develop senior-level professionals ...
Whether you are starting out in your career or taking your next step as a seasoned professional ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you are starting out in your career or taking your next step as a seasoned professional ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you are starting out in your career or taking your next step as a seasoned professional ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you are starting out in your career or taking your next step as a seasoned professional ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you are starting out in your career or taking your next step as a seasoned professional ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Whether you are starting out in your career or taking your next step as a seasoned professional ... As one of the largest and fastest-growing service lines at our firm, we try to make a big group ...
Client Associate
Baton Rouge, LA · On-site
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Associate's degree, professional certification, or equivalent training and experience preferred.
Client Associate
Baton Rouge, LA · On-site
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Associate's degree, professional certification, or equivalent training and experience preferred.
Opportunities for professional development and continuing education * Employee discounts for veterinary services and products If you are a client-focused professional who thrives in an environment of ...
Opportunities for professional development and continuing education * Employee discounts for veterinary services and products If you are a client-focused professional who thrives in an environment of ...
Maintain assigned billable hours per week through direct client services. * Participate in ... Commitment to professional development and ongoing training.
Quick apply
Maintain assigned billable hours per week through direct client services. * Participate in ... Commitment to professional development and ongoing training.
Client Service Professional information
See Baton Rouge, LA salary details
$9.69 - $11.10
3% of jobs
$11.10 - $12.51
9% of jobs
$13.76 is the 25th percentile. Wages below this are outliers.
$12.51 - $13.91
15% of jobs
$13.91 - $15.32
21% of jobs
The median wage is $15.48 / hr.
$15.32 - $16.72
18% of jobs
$17.43 is the 75th percentile. Wages above this are outliers.
$16.72 - $18.13
18% of jobs
$18.13 - $19.54
5% of jobs
$19.54 - $20.94
3% of jobs
$20.94 - $22.35
2% of jobs
$22.35 - $23.75
3% of jobs
$23.75 - $25.16
2% of jobs
$9
$16
$25
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Full-time
Posted 16 days ago
Bank Of America rating
8.2
Based on 521 frontline employees who took The Breakroom Quiz
51st of 170 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
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
Year founded
1998