דרושים Client Associate ב-United States, Virginia, Leesburg

Leesburg, VA

Starting Pay Rate:

Time – 20-38 hours per week, including nights and weekends

Be Rewarded for a Job Well Done

Accrued Paid Time Off and Holiday Pay

Tuition Reimbursement up to $5,250 per calendar year for full-time Retail Associates

Information about benefits can be found

Putting Your Best Foot Forward

Must be at least 18

Flexibility to work nights, weekends and holidays based on store needs

Ability to learn and train on the latest products and technologies

Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time with or without reasonable accommodations.

Playing by the rules and being professional, demonstrating integrity, reliability, and kindness

For more information, please refer to

Leesburg, VA

Starting Pay Rate:

– Up to 40 hours per week, including nights and weekends

Tuition Reimbursement up to $5,250 per calendar year for full-time Retail Associates

Information about benefits can be found

Putting Your Best Foot Forward

Must be at least 18

Flexibility to work nights, weekends and holidays based on store needs

Ability to learn and train on the latest products and technologies

Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time with or without reasonable accommodations.

Playing by the rules and being professional, demonstrating integrity, reliability, and kindness

For more information, please refer to

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