דרושים Client Associate ב-United States, Pennsylvania, State College

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

High School Diploma / GED / Secondary School or equivalent

• Uses hand tools, power tools, and other manufacturing assembly line equipment to assemble units.
• Tests and calibrates parts and mechanisms to ensure all components meet tolerances, product specifications, and quality standards.
• May repair or refit parts or units that fail tests or tolerance levels.
• Keeps daily assembly production records.
• Maintains a clean and organized work environment.
• Typically requires a high school diploma.
• Typically reports to a supervisor.
• Works independently within established procedures associated with the specific job function.
• Has gained proficiency in multiple competencies relevant to the job.
• Typically requires 3-5 years of related experience.

• Uses hand tools, power tools, and other manufacturing assembly line equipment to assemble units.
• Tests and calibrates parts and mechanisms to ensure all components meet tolerances, product specifications, and quality standards.
• May repair or refit parts or units that fail tests or tolerance levels. Keeps daily assembly production records.
• Maintains a clean and organized work environment.
• Typically requires a high school diploma.
• Typically reports to a supervisor.
• Works under moderate supervision.
• Gaining or has attained full proficiency in a specific area of discipline.
• Typically requires 1-3 years of related experience.

Key Responsibilities:

• Lead cross-functional efforts to transfer manufacturing processes and products between sites.
• Develop and execute validation plans, process documentation, and training materials.
• Collaborate with design, quality, planning, purchasing and operations teams to ensure compliance with regulatory standards.
• Leverage data to identify and implement process improvements to enhance efficiency and product quality.
• Serve as a technical liaison between various teams, providing hands-on support and troubleshooting.
• Lead root cause analysis and implement corrective and preventive actions (CAPA) for process-related issues.
• Monitor key process metrics and drive improvements in yield, cycle time, and cost.
• Travel domestically and internationally to support transfer activities and build strong site relationships.

Qualifications:

• Bachelor’s degree in an Engineering discipline from an accredited university (Mechanical, Electrical, Industrial, or related).
• Minimum of 5 years of experience in manufacturing or a regulated industry (e.g., medical devices, aerospace, automotive).
• Proven ability to communicate effectively across technical and non-technical audiences.
• Demonstrated self-motivation and ability to work independently with minimal supervision.
• Strong problem-solving skills and attention to detail.
• Interest in professional development and future leadership opportunities.
• Must possess a valid Passport

Preferred Qualifications:

• Experience with medical device manufacturing or ultrasound technology.
• Familiarity with regulatory standards such as ISO and FDA.
• Project management experience in cross-site or international environments.
• Familiarity with ERP and MES systems.
• Experience with Solidworks or equivalent design software.

Roles and Responsibilities:

• Follow safety standard. Identify near misses and unsafe conditions, and act and report to immediate mentor, team leader or supervisor.
• Follow working instructions for specific operations in order to ensure production according to quality standards. Flag process problems to the team leader, and take ownership of quality performance without reliance of the firewall.
• Organize work to achieve individual objectives while demonstrating commitment to meet team objectives.
• Demonstrate the importance of meeting costs, time and quality requirements of the job by always striving to achieve them.
• Follow work instructions for specific operations in order to ensure production according to schedules.
• Meet the skill set required for specific operations as per company standard.
• Identify any potential job delays that will cause deviation to the standard process, and act and report to immediate mentor, team leader or supervisor.
• Maintain a tidy area, put tools in their proper place, keep working areas free from hazards.
• Seek to understand received job information, and make improvements. Help to meeting requirements of standard cycle time and man hours. Conduct daily 5S inspections as required. Support Kaizen workshops and continuous improvement activities as required. Provide feedback to team leader or supervisor on information on lessons learnt, and provide, support implementation of improvement ideas in the allocated area of work.
• Perform time registration accordingly to guidelines, clock on and off at correct times, and respect working hours. Communicate task completion according to guidelines.