Wealth Management Specialist
About the role
This role performs a variety of specialized functions across a team of Financial Advisors, including business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, operations support, and executing problems where extensive analysis and evaluation is required. The position requires knowledge of the Merrill Wealth Management business and supporting team members as needed.
This position may involve the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Failure to maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
- Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
- Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
- Documents client interactions and provides team members with time-sensitive updates
- Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
- Provides advice and assists with training for team members
Skills
- Account Management
- Business Acumen
- Customer Service Management
- Client Management
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Process Simplification
Qualifications
- High School Diploma / GED / Secondary School or equivalent
Schedule
1st shift (United States of America)
Hours Per Week: 37.5