Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Provides excellent Client Service to the bank's clients through educating them on all of the bank ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Provides excellent Client Service to the bank's clients through educating them on all of the bank ...
This includes oversight of all client servicing needs, team engagement, responsiveness, deadlines and escalation needs. * Onboard new clients in collaboration with staff to ensure thorough and ...
This includes oversight of all client servicing needs, team engagement, responsiveness, deadlines and escalation needs. * Onboard new clients in collaboration with staff to ensure thorough and ...
Client Service Associate
Bloomfield Hills, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Bloomfield Hills, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Pontiac, MI · On-site
$14.50 - $19.75/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Pontiac, MI · On-site
$14.50 - $19.75/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Beverly Hills, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Beverly Hills, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Sylvan Lake, MI · On-site
$14.25 - $19.75/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Sylvan Lake, MI · On-site
$14.25 - $19.75/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Troy, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Troy, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Birmingham, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Birmingham, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Franklin, MI · On-site
$13.25 - $18.25/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Franklin, MI · On-site
$13.25 - $18.25/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Keego Harbor, MI · On-site
$13 - $18/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Keego Harbor, MI · On-site
$13 - $18/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Bloomfield, MI · On-site
$60K - $75K/yr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Bloomfield, MI · On-site
$60K - $75K/yr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Bloomfield Hills, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Bloomfield Hills, MI · On-site
$13.75 - $19/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Bingham Farms, MI · On-site
$13.25 - $18.50/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Service Associate
Bingham Farms, MI · On-site
$13.25 - $18.50/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...
Client Services Coordinator
Southfield, MI · On-site
$16.50 - $21.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...
Client Services Coordinator
Southfield, MI · On-site
$16.50 - $21.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...
Client Services Coordinator
Roseville, MI · On-site
$16.25 - $21.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...
Client Services Coordinator
Roseville, MI · On-site
$16.25 - $21.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
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The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem ...
Retirement Plan Services Team Member We are seeking a dedicated and detail-oriented professional to ... Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory ...
Retirement Plan Services Team Member We are seeking a dedicated and detail-oriented professional to ... Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory ...
Wealth Management Associate
Birmingham, MI · On-site
Wealth Management Associates provide exceptional service to our clients and support ... Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ...
Wealth Management Associate
Birmingham, MI · On-site
Wealth Management Associates provide exceptional service to our clients and support ... Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ...
Client Services Associate information
See Rochester Hills, MI salary details
$9.29 - $11.87
3% of jobs
$11.87 - $14.44
12% of jobs
$15.55 is the 25th percentile. Wages below this are outliers.
$14.44 - $17.02
23% of jobs
The median wage is $18.25 / hr.
$17.02 - $19.59
24% of jobs
$21.71 is the 75th percentile. Wages above this are outliers.
$19.59 - $22.17
15% of jobs
$22.17 - $24.74
10% of jobs
$24.74 - $27.32
6% of jobs
$27.32 - $29.89
2% of jobs
$29.89 - $32.47
2% of jobs
$32.47 - $35.04
1% of jobs
$35.04 - $37.61
1% of jobs
$9
$20
$37
How much do client services associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?
What is the role of a client associate?
What Is a Client Services Associate?
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
What job makes $10,000 a month without a degree?
What are some common challenges faced by Client Services Associates, and how can they be overcome?
What does a customer service associate do?
What does a client services associate do?
- What is the career progression of a Client Services Associate?
- What is the difference between a Client Services Associate and a Financial Advisor?
- How to Become a Client Services Associate
- How much is the salary of a Client Services Associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
Full-time
Posted 18 days ago
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.
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
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
About Bank of America Business
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998