Wealth Management Specialist
Core
Supports Financial Advisors by providing client service, operations support, and executing complex analysis for wealth management clients.
Role type
Wealth Management Client Associate / Operations Support
Builds
Client service experiences and operational workflows for Merrill Wealth Management
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account Management, Business Acumen, Client Management, Portfolio Management, Relationship Building, Administrative Services
Responsibilities
Resolving client issues and analyzing data to address risk issues and trends, Escalating and resolving complex client inquiries, Documenting client interactions and tracking actions in Salesforce, Attending client review meetings to capture notes and ensure service levels, Providing advice and assisting with training for team members