דרושים Client Associate ב-United States, California, Santa Barbara

Job Description:

Job Description:

This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Drives the client experience

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs.

• Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment.

• Has a minimum of six months of experience offering solutions and services based on the client’s needs.

• In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• Six months of cash handling experience.

• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.

• Active Listening

• Adaptability

• Attention to Detail

• Collaboration

• Customer and Client Focus

• Client Experience Branding

• Client Solutions Advisory

• Referral Identification

• Relationship Building

• Conflict Management

• Account Management

• Business Development

• Business Acumen

• Critical Thinking

• Emotional Intelligence

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

FDIC will always be included, add any other regulated background check components required for the specified job code posted.​

This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously creating interest in solutions and services that meet the client needs. This is not a sales position; however, job expectations include ensuring clients are quickly connected to the appropriate teammate to execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Drives the client experience
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Educates clients on conducting simple transactions through self-service technologies

Skills:

• Active Listening
• Adaptability
• Attention to Detail
• Collaboration
• Customer and Client Focus
• Client Experience Branding
• Client Solutions Advisory
• Conflict Management
• Referral Identification
• Relationship Building
• Account Management
• Business Acumen
• Business Development
• Critical Thinking
• Emotional Intelligence

High School Diploma / GED / Secondary School or equivalent

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

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

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

Desired Skills:

• Displays advanced industry knowledge and understanding of investment products

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

High School Diploma / GED / Secondary School or equivalent

Job Summary

As an Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.

Job Responsibilities

• Develop content for strategic meetings with clients regarding M&A or capital market transactions
• Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
• Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
• Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
• Provide leadership, mentorship and supervision to Associates and Analysts
• Participate in graduate recruiting

Required qualifications, capabilities, and skills

• Prior work experience in an investment banking front office role.
• A well-rounded academic background from a top tier educational institution.
• Strong financial modelling skills
• Understands transaction cycle and the steps in the process and is execution oriented.
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
• Self-directed, highly motivated, and able to work independently