Bank Of America Client Service Associate 

United States, Arizona, Chandler 

378706439

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Client Service Associates will be co-located at a central site and will provide shared support for advisors who have a short-term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
• The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.

Responsibilities include:

• End-to-end onboarding process; including systems, documentation, and follow-up.
• New account opening and maintenance.
• Phone coverage for assigned advisors.
• IAP enrollment and maintenance.
• Process and manage client servicing requests and account maintenance.
• Drive digital client engagement.
• Use Salesforce to track daily activities.

Required Skills:

• Minimum of 1+ years of professional or relevant internship experience.
• Knowledge of investment and banking products, policies & procedure.
• Strong client service & technical skills (MS Word & Excel).
• Strong communication, time management, and organizational​.

Desired Skills:

• Undergraduate Degree
• Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment.
• The candidate should respond well to changing and evolving job duties and expectations.
• Strong technological skills are desired.

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