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Disability Solutions
Garden City, NY | Full Time
$76k-113k (estimate)
4 Days Ago
Registered Wealth Management Client Associate
Disability Solutions Garden City, NY
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$76k-113k (estimate)
Full Time 4 Days Ago
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Disability Solutions is Hiring a Registered Wealth Management Client Associate Near Garden City, NY

Job Description:
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.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
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
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
Required Qualifications:
  • SIE, Series 7, 63/65 or 66
  • Displays advanced industry knowledge and understanding of investment products
Desired Qualifications:
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

Job Summary

JOB TYPE

Full Time

SALARY

$76k-113k (estimate)

POST DATE

03/25/2024

EXPIRATION DATE

04/07/2024

WEBSITE

getssdhelp.com

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The following is the career advancement route for Registered Wealth Management Client Associate positions, which can be used as a reference in future career path planning. As a Registered Wealth Management Client Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Wealth Management Client Associate. You can explore the career advancement for a Registered Wealth Management Client Associate below and select your interested title to get hiring information.

If you are interested in becoming a Registered Wealth Management Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Wealth Management Client Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Registered Wealth Management Client Associate job description and responsibilities

Client service associates can carry out a number of different tasks.

03/07/2022: Minneapolis, MN

Prepare financial plans, client reports, and other materials for client meetings.

01/21/2022: Stockton, CA

This position will be responsible for working with lead advisors to create and manage client net worth.

04/13/2022: Hialeah, FL

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Registered Wealth Management Client Associate jobs

Those who aspire to become financial advisors or planners at some point should also consider starting as a client service associate.

03/03/2022: Long Beach, CA

Step 3: View the best colleges and universities for Registered Wealth Management Client Associate.

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