Bank of America

Compensation

Full Description

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Associate Client Service Manager will oversee the Client Service Associate (CSA) team who provides dedicated operational and sales support to multiple Advisors across the division. The individual must leverage analytical thinking, problem resolution, project management, process improvement and effective communication skills. Candidate must be able to confidently lead and influence others, motivate a diverse group of employees, and display a positive commitment to client service and quality. Must demonstrated a proven ability to work well with employees at all levels, while fostering teamwork and providing direction. Candidate must be able to effectively manage risks and possess effective decision-making skills, ability to multi-task and possess strong interpersonal, organizational and communication (verbal and written) skills. Candidate must demonstrate ability to maintain resilience to a changing environment, and must demonstrate the ability to develop and maintain collaborative relationships with functional business partners with a focus on the achievement of business plans and individual team objectives. Required Qualifications: Minimum 2 years industry experience; knowledge of Merrill applications, systems (e.g., Wealth Management Workstation) and Clients is a plus Previous leadership experience and ability to effectively manage a team Ability to effectively recruit industry-leading new hires Strong communication, interpersonal and impeccable follow-up skills Previous risk management experience Key Qualifications for the role: Must think analytically, using good research skills, to apply past experiences to effectively resolve problems Capable of effectively coaching and mentoring team to meet metrics Able to effectively manage workload in a fast-paced environment Desire to share knowledge, materials, skill and experience Possess the ability to adapt quickly to dynamic and changing environments Demonstrate the ability to identify process improvements Ability to tailor communications to audience, actively listen and follow up with questions and updates to involved parties Ability to prioritize, meet and exceed deadlines Desired Qualifications: 1+ year of operational experience within financial services Merrill branch office operations experience 1+ year of management experience including people leadership FINRA Licensing: Series 7 and 66 (or Series 7, 63 and 65), 9 & 10 preferred, but not required, prior to hire Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency