Associate Client Service Manager

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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.

The Associate Client Service Manager will oversee the Client Service Associate (CSA) team who provides dedicated operational and sales support to multiple Advisors across the division. The individual must leverage analytical thinking, problem resolution, project management, process improvement and effective communication skills. Candidate must be able to confidently lead and influence others, motivate a diverse group of employees, and display a positive commitment to client service and quality. Must demonstrated a proven ability to work well with employees at all levels, while fostering teamwork and providing direction. Candidate must be able to effectively manage risks and possess effective decision-making skills, ability to multi-task and possess strong interpersonal, organizational and communication (verbal and written) skills. Candidate must demonstrate ability to maintain resilience to a changing environment, and must demonstrate the ability to develop and maintain collaborative relationships with functional business partners with a focus on the achievement of business plans and individual team objectives.

Required Qualifications:

• Minimum 2 years industry experience; knowledge of Merrill applications, systems (e.g., Wealth Management Workstation) and Clients is a plus

• Previous leadership experience and ability to effectively manage a team

• Ability to effectively recruit industry-leading new hires

• Strong communication, interpersonal and impeccable follow-up skills

• Previous risk management experience

Key Qualifications for the role:

• Must think analytically, using good research skills, to apply past experiences to effectively resolve problems

• Capable of effectively coaching and mentoring team to meet metrics

• Able to effectively manage workload in a fast-paced environment

• Desire to share knowledge, materials, skill and experience

• Possess the ability to adapt quickly to dynamic and changing environments

• Demonstrate the ability to identify process improvements

• Ability to tailor communications to audience, actively listen and follow up with questions and updates to involved parties

• Ability to prioritize, meet and exceed deadlines

Desired Qualifications:

• 1 year of operational experience within financial services

• Merrill branch office operations experience

• 1 year of management experience including people leadership

• FINRA Licensing: Series 7 and 66 (or Series 7, 63 and 65), 9 & 10 preferred, but not required, prior to hire

Shift:

Hours Per Week: