Financial Services Representative - Merrill Wealth Management
Core
Servicing corporate-sponsored retirement and benefit plans for clients by providing exceptional care, growing relationships, and guiding them with needs-based financial solutions.
Role type
Financial Services Representative (Wealth Management Client Associate)
Builds
Client relationships and financial goal support for corporate-sponsored plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account Management, Regulatory Compliance, Risk Management, Trading, Valuation Ethics and Practice Standards, Issue Management, Active Listening, Problem Solving, Attention to Detail, Business Acumen
Preferred skills
Call center experience, Financial/banking center experience, Customer service experience, Ability to learn new technology platforms
Technologies
Multiple internal systems for account migration and self-service delivery
Responsibilities
Trade stocks, bonds, and other investment instruments; Handle escalated and complex account inquiries; Migrate clients to online and self-service delivery channels; Manage risk by authenticating clients and adhering to policies
Seniority
Individual Contributor, entry to mid-level