Top 24 Client experience associate Jobs in Anniston, Al

Wealth Management Client Associate
Bank of America —Anniston, AL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate License Counselor (ALC)
Stepping Stones to Success Counseling —Oxford, AL
- $25 - $60 an hour
- Part-time
- LPC
- Mid-level
- Master's degree
Quick Apply
7d
Cafe Associate (Pilgrims)(GA, Carrollton)
Five Star Food Service, Inc. —Oxford, AL
- $15 an hour
- Full-time
- Background check
- Basic math
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
SalonCentric Franchise Sales Associate Cosmetology Knowledge+
SalonCentric - State/RDA —Rainbow City, AL
- $12 - $13 an hour
- Part-time
- Sales
- Customer service
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Store Associate
SHOE DEPT. —Oxford, AL
- Part-time
- Merchandising
- Entry level
Quick Apply
Associate Director - Programs and Engagement
Centers —Jacksonville, AL
- $65,000 a year
- Full-time
- Computer literacy
- Office
- 3 years
Account Associate - State Farm Agent Team Member
Mike Alfred - State Farm Agent —Gadsden, AL
- $45,000 - $75,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Paid time off
- Opportunities for advancement
Quick Apply
Client Service Associate
Jackson Hewitt - 2937 —Talladega, AL
- $10 an hour
- Full-time
- Computer literacy
- Office
- Communication skills
- Employee discount
- Opportunities for advancement
Quick Apply
Associate Veterinarian
VCA Animal Hospitals —Anniston, AL
- Full-time
- Surgery
- Mentoring
- Teaching
- Health insurance
- Dental insurance
Associate Veterinarian - Carroll County Animal Hospital at Columbia Drive
PetVet Care Centers —Anniston, AL
- $110,000 - $140,000 a year
- Extended hours
- Surgery
- Ability to lift 50 pounds
- 1 year
- Paid parental leave
- Health insurance
Quick Apply
Business Immigration Associate Attorney
GREEN AND SPIEGEL US LLC —United States
- $95,000 - $125,000 a year
- Mid-level
- Organizational skills
- Communication skills

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Wealth Management Client Associate

Bank of America -
Anniston, AL

Apply Now

Job Details

Full-time

Qualifications

Microsoft Word
Investment
Managing customer accounts
Financial services customer support
Confidential information handling
Microsoft Excel
Customer relationship building
Presentation software
Writing skills
Promoting bank products
Series 66
High school diploma or GED
Managing clients in a customer support role
Series 7
Salesforce Cloud
Business development
Managing clients in a finance role
Task prioritization
Issue tracking
Financial product expertise
Securities Industry Essentials
Investment account customer support
Sales management systems proficiency
Business development within finance
CRM system proficiency
Series 65
Risk & issue management
Account management
Communication skills
Entry level

Full Job 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.

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

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

client experience associate jobs in anniston, al

Wealth Management Client Associate

Associate License Counselor (ALC)

Cafe Associate (Pilgrims)(GA, Carrollton)

SalonCentric Franchise Sales Associate Cosmetology Knowledge+

Store Associate

Associate Director - Programs and Engagement

Account Associate - State Farm Agent Team Member

Client Service Associate

Associate Veterinarian

Associate Veterinarian - Carroll County Animal Hospital at Columbia Drive

Business Immigration Associate Attorney

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