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 ...
Wealth Management Client Associate
New Orleans, LA · On-site
$14 - $19.25/hr
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 ...
Wealth Management Client Associate
New Orleans, LA · On-site
$14 - $19.25/hr
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 ...
Account Manager - State Farm Agent Team Member
New Orleans, LA · On-site
$45K - $65K/yr
As Account Manager - State Farm Agent Team Member for Marvin Leblanc - State Farm Agent, you are ... You grow our agency through meaningful client relations and acting as a liaison between customer ...
Quick apply
Account Manager - State Farm Agent Team Member
New Orleans, LA · On-site
$45K - $65K/yr
As Account Manager - State Farm Agent Team Member for Marvin Leblanc - State Farm Agent, you are ... You grow our agency through meaningful client relations and acting as a liaison between customer ...
Account Manager - State Farm Agent Team Member
Monroe, LA · On-site
$75K - $80K/yr
As Account Manager - State Farm Agent Team Member for Greg Manley Jr - State Farm Agent, you are ... You grow our agency through meaningful client relations and acting as a liaison between customer ...
Quick apply
Account Manager - State Farm Agent Team Member
Monroe, LA · On-site
$75K - $80K/yr
As Account Manager - State Farm Agent Team Member for Greg Manley Jr - State Farm Agent, you are ... You grow our agency through meaningful client relations and acting as a liaison between customer ...
Junior Account Representative
New Orleans, LA · On-site
$57K - $63K/yr
This position is ideal for a proactive communicator with a passion for client relations and ... Responsibilities * Assist in managing client accounts and maintaining strong relationships
Junior Account Representative
New Orleans, LA · On-site
$57K - $63K/yr
This position is ideal for a proactive communicator with a passion for client relations and ... Responsibilities * Assist in managing client accounts and maintaining strong relationships
Junior Account Representative
New Orleans, LA · On-site
$57K - $63K/yr
This position is ideal for a proactive communicator with a passion for client relations and ... Responsibilities * Assist in managing client accounts and maintaining strong relationships
Junior Account Representative
New Orleans, LA · On-site
$57K - $63K/yr
This position is ideal for a proactive communicator with a passion for client relations and ... Responsibilities * Assist in managing client accounts and maintaining strong relationships
The Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
The Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
Ability to manage multiple client relationships and priorities efficiently * Comfortable using web ... Have an interest in travel, hospitality, tourism, customer engagement, client relations, vacation ...
Ability to manage multiple client relationships and priorities efficiently * Comfortable using web ... Have an interest in travel, hospitality, tourism, customer engagement, client relations, vacation ...
The Senior Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
The Senior Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
The Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
The Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
Key Responsibilities 1. Account Management & Client Relations * Serve as the primary point of contact for assigned accounts (commercial, industrial, healthcare, education, etc.) * Build and maintain ...
Quick apply
Key Responsibilities 1. Account Management & Client Relations * Serve as the primary point of contact for assigned accounts (commercial, industrial, healthcare, education, etc.) * Build and maintain ...
Key Responsibilities 1. Account Management & Client Relations * Serve as the primary point of contact for assigned accounts (commercial, industrial, healthcare, education, etc.) * Build and maintain ...
Quick apply
Key Responsibilities 1. Account Management & Client Relations * Serve as the primary point of contact for assigned accounts (commercial, industrial, healthcare, education, etc.) * Build and maintain ...
The Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
The Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
The Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
The Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
Key Responsibilities 1. Account Management & Client Relations * Serve as the primary point of contact for assigned accounts (commercial, industrial, healthcare, education, etc.) * Build and maintain ...
Quick apply
Key Responsibilities 1. Account Management & Client Relations * Serve as the primary point of contact for assigned accounts (commercial, industrial, healthcare, education, etc.) * Build and maintain ...
Development Associate
New Orleans, LA · On-site
$55K/yr
... client relations and oversee market operations. Throughout the program, you will rotate through ... managers to develop a deep understanding of our industry, market dynamics, and operations.
Development Associate
New Orleans, LA · On-site
$55K/yr
... client relations and oversee market operations. Throughout the program, you will rotate through ... managers to develop a deep understanding of our industry, market dynamics, and operations.
Development Associate
New Orleans, LA · On-site
$55K/yr
... client relations and oversee market operations. Throughout the program, you will rotate through ... managers to develop a deep understanding of our industry, market dynamics, and operations.
Development Associate
New Orleans, LA · On-site
$55K/yr
... client relations and oversee market operations. Throughout the program, you will rotate through ... managers to develop a deep understanding of our industry, market dynamics, and operations.
Development Associate
New Orleans, LA · On-site
$55K/yr
... client relations and oversee market operations. Throughout the program, you will rotate through ... managers to develop a deep understanding of our industry, market dynamics, and operations.
Development Associate
New Orleans, LA · On-site
$55K/yr
... client relations and oversee market operations. Throughout the program, you will rotate through ... managers to develop a deep understanding of our industry, market dynamics, and operations.
... client relations and oversee market operations. Throughout the program, you will rotate through ... managers to develop a deep understanding of our industry, market dynamics, and operations.
... client relations and oversee market operations. Throughout the program, you will rotate through ... managers to develop a deep understanding of our industry, market dynamics, and operations.
The Senior Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
The Senior Project Manager has an overall responsibility for all aspects of Health, Safety, Quality, and Environment compliance, managing client relations, pre-award planning, and developing project ...
Manager Client Relations Associate information
What is the difference between Manager Client Relations Associate vs Client Relations Specialist?
| Aspect | Manager Client Relations Associate | Client Relations Specialist |
|---|---|---|
| Required Credentials | Bachelor's degree, experience in client management, strong communication skills | Bachelor's degree, customer service experience, communication skills |
| Work Environment | Supervisory role, team coordination, client meetings | Customer support, client interaction, account management |
| Employer & Industry Usage | Financial services, consulting, corporate sectors | Retail, banking, tech companies |
| Search & Comparison Intent | Understanding managerial roles in client relations | Entry to mid-level client interaction roles |
The Manager Client Relations Associate typically holds a supervisory position with responsibilities for team oversight and strategic client management, requiring more experience and credentials. In contrast, a Client Relations Specialist focuses on direct client interaction and support, often at an entry or mid-level. Both roles are vital in client-focused industries but differ in scope and seniority.
What are popular job titles related to Manager Client Relations Associate jobs in Louisiana?
For Manager Client Relations Associate jobs in Louisiana, the most frequently searched job titles are:
What job categories do people searching Manager Client Relations Associate jobs in Louisiana look for?
The top searched job categories for Manager Client Relations Associate jobs in Louisiana are:
What cities in Louisiana are hiring for Manager Client Relations Associate jobs?
Cities in Louisiana with the most Manager Client Relations Associate job openings:
Full-time
Re-posted 13 days ago
Bank Of America rating
8.2
Based on 528 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
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 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:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
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Get the full story on Breakroom
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