Client Service Associate
Company: Disability Solutions
Location: Charlotte
Posted on: November 16, 2024
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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.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.Job Description:Client
Service Associates will be co-located at a central site, and will
provide shared support for advisors 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 (FAs).--- You will be part of a team of CAs
supporting specific advisors and their clients. Incumbents may also
on a regular basis support office initiatives, in addition to the
businesses of particular FAs.--- For established clients, the CSA
will often serve as the most frequent point of contact with Merrill
Wealth Management.Responsibilities include:
Keywords: Disability Solutions, Winston-Salem , Client Service Associate, Other , Charlotte, North Carolina
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