Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Wealth Management Client Associate
Ann Arbor, MI · On-site
$14.25 - $19.50/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Wealth Management Client Associate
Ann Arbor, MI · On-site
$14.25 - $19.50/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Wealth Management Client Associate
$14.50 - $20/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Wealth Management Client Associate
$14.50 - $20/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Wealth Management Client Associate
$13.75 - $19/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Wealth Management Client Associate
$13.75 - $19/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Director of Tax Planning
Utica, MI · On-site
$70K - $90K/yr
Provide year-round tax planning and consulting services, not just seasonal tax preparation ... Serve as the firm's primary tax resource, collaborating with advisors on complex client situations.
Quick apply
Director of Tax Planning
Utica, MI · On-site
$70K - $90K/yr
Provide year-round tax planning and consulting services, not just seasonal tax preparation ... Serve as the firm's primary tax resource, collaborating with advisors on complex client situations.
Director of Tax Planning
Utica, MI · On-site
Provide year-round tax planning and consulting services, not just seasonal tax preparation. Educate ... Serve as the firm's primary tax resource, collaborating with advisors on complex client situations.
Quick apply
Director of Tax Planning
Utica, MI · On-site
Provide year-round tax planning and consulting services, not just seasonal tax preparation. Educate ... Serve as the firm's primary tax resource, collaborating with advisors on complex client situations.
Certified Public Accountant (Farmington, MI)
Farmington, MI · Hybrid
$100K - $150K/yr
Having a "team player" mentality is a must, as our client's advisors and tax professionals work as ... Seasonal Hybrid Work Schedule * Great Work/Life Balance Presented by Humans Being Resources, Inc.
Quick apply
Certified Public Accountant (Farmington, MI)
Farmington, MI · Hybrid
$100K - $150K/yr
Having a "team player" mentality is a must, as our client's advisors and tax professionals work as ... Seasonal Hybrid Work Schedule * Great Work/Life Balance Presented by Humans Being Resources, Inc.
Enrolled Agent (Farmington, MI)
Farmington, MI · Hybrid
$100K - $150K/yr
Having a "team player" mentality is a must, as our client's advisors and tax professionals work as ... Seasonal Hybrid Work Schedule * Great Work/Life Balance Presented by Humans Being Resources, Inc.
Quick apply
Enrolled Agent (Farmington, MI)
Farmington, MI · Hybrid
$100K - $150K/yr
Having a "team player" mentality is a must, as our client's advisors and tax professionals work as ... Seasonal Hybrid Work Schedule * Great Work/Life Balance Presented by Humans Being Resources, Inc.
Tax Associate
Bay City, MI · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Bay City, MI · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Clawson, MI · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Clawson, MI · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Detroit, MI · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Detroit, MI · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Jackson, MI · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Jackson, MI · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Bridgeport, MI · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Bridgeport, MI · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Seasonal Client Advisor information
What is a seasonal client advisor?
A Seasonal Client Advisor is a retail professional hired temporarily, often during peak shopping seasons like holidays, to assist customers, provide product recommendations, and support sales operations. Their primary role is to deliver excellent customer service, help manage inventory, and ensure a smooth shopping experience. Seasonal Client Advisors typically work in luxury retail stores or boutiques and may have the opportunity to transition to a permanent role based on performance and business needs.
What are the key skills and qualifications needed to thrive as a seasonal client advisor?
To thrive as a Seasonal Client Advisor, you generally need strong customer service skills, a high school diploma or equivalent, and retail sales experience. Familiarity with point-of-sale (POS) systems, inventory management tools, and brand-specific training is typically required. Excellent communication, adaptability, and a proactive attitude are crucial soft skills for engaging with clients and supporting team goals. These skills ensure exceptional customer experiences, efficient store operations, and positive brand representation during peak seasons.
What are the main challenges faced by seasonal client advisors during peak periods?
Seasonal Client Advisors often experience high customer volumes during peak seasons, which can make time management and multitasking essential skills. Balancing multiple client needs, maintaining product knowledge, and delivering exceptional customer service in a fast-paced environment are common challenges. Additionally, adapting quickly to new procedures and team dynamics is important, as seasonal roles typically involve accelerated training and onboarding. Strong communication and teamwork help Advisors thrive despite the demanding schedule.
What is the difference between Seasonal Client Advisor vs Retail Sales Associate?
| Aspect | Seasonal Client Advisor | Retail Sales Associate |
|---|---|---|
| Credentials | High school diploma; sales or customer service experience | High school diploma; customer service experience |
| Work Environment | Luxury retail, seasonal peaks, personalized service | General retail stores, everyday customer interactions |
| Employer & Industry | Luxury brands, fashion, jewelry | Various retail sectors, department stores |
| Search & Comparison Intent | Customer service, seasonal sales, luxury retail | Sales, customer service, retail jobs |
Seasonal Client Advisors focus on providing personalized service in luxury retail settings during peak seasons, often requiring specialized product knowledge. Retail Sales Associates work across various retail environments, handling general sales and customer interactions. Both roles require customer service skills, but Seasonal Client Advisors typically serve high-end clientele and work in more exclusive settings.
What are the most commonly searched types of Client Advisor jobs in Michigan?
The most popular types of Client Advisor jobs in Michigan are:
What are popular job titles related to Seasonal Client Advisor jobs in Michigan?
For Seasonal Client Advisor jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Seasonal Client Advisor jobs in Michigan look for?
The top searched job categories for Seasonal Client Advisor jobs in Michigan are:
What cities in Michigan are hiring for Seasonal Client Advisor jobs?
Cities in Michigan with the most Seasonal Client Advisor job openings:
Registered Wealth Management Client Associate
Portage, MI • On-site
Bank of America •
Finance and Insurance • 10K+ employees10,000+ employees
8.2
Based on 532 frontline employees who took The Breakroom Quiz
51st of 173 rated banks
People enjoy working here
Good employer
Recommended by students
Paid breaks
Recommended by parents
Full-time
Re-posted 4 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 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
**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
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:
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) ** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**
- Possesses advanced industry knowledge and an understanding of investment products
- 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:
- 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
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
Website
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
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