Merrill Client Service Associate
Company: Disability Solutions
Location: Chicago
Posted on: May 9, 2024
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Job Description:
Job Description:Business OverviewMerrill 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 help clients pursue the life they envision
through a one-on-one relationship with an advisor committed to
their needs. We believe trust comes from transparency. Our trusted
financial advisors are equipped with access to the investment
insights of Merrill coupled with the banking convenience of Bank of
America.DescriptionClient Service Associates (CSA) will be
co-located at a central site and will provide shared support for
advisors in the Midwest Division who have a short-term need. CSAs
will report into the Market CRM, though day-to-day will be
supervised by a Client Service Lead. For the initial launch, there
will be one lead with 3 teams of CSAs reporting in.--- The Client
Service Associates role is a sales support position, typically
providing dedicated operational and sales support to multiple
Financial Advisors (FA's).--- You will be part of a team supporting
specific advisors and their clients. Incumbents may also on a
regular basis, support office initiative, in addition to the
businesses of FA's.--- For established clients, the CSA will often
serve as the most frequent point of contact with Merrill Wealth
Management.Responsibilities include:--- End-to-end onboarding
process; including systems, documentation, and follow-up--- New
account opening and maintenance--- Phone coverage for assigned
advisors--- IAP enrollment and maintenance--- Process and manage
client servicing requests and account maintenance--- Drive digital
client engagement--- Use Salesforce to track daily
activitiesRequired Skills:
Keywords: Disability Solutions, Chicago , Merrill Client Service Associate, Other , Chicago, Illinois
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