Top 13 Client services associate Jobs in Bluffton, Sc

Wealth Management Client Associate
Bank of America —Hilton Head Island, SC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Representative
VCA Animal Hospitals —Rincon, GA
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
2h
Client Experience Specialist
The Brown Firm LLC —Savannah, GA
- $20 an hour
- Full-time
- Background check
- Spanish
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
1d
Client Sales Advisors - Hilton Head Honda
Group 1 Automotive, Inc. —Bluffton, SC
- $4,000 a month
- Full-time
- Clean driving record
- Dealership
- No experience needed
- Employee stock purchase plan
- Disability insurance
Quick Apply
Client Service Assistant - Employee Benefits
Sterling Seacrest Pritchard Inc —Savannah, GA
- Full-time
- Office
- US work authorization
- Communication skills
- Health insurance
- Dental insurance
P&C - Client Service Assistant
Sterling Seacrest Pritchard Inc —Savannah, GA
- Full-time
- Office
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
Counter Sales / Customer Service
L & H Industrial Services —Garden City, GA
- $16 - $20 an hour
- Overtime
- 18 years or older
- Computer literacy
- High school diploma or GED
- Health insurance
Quick Apply

Related jobs to explore

Based on your search for client services associate

Event Specialist
Sun City Hilton Head Community Association —Bluffton, SC
In this role your responsibilities will include welcoming all customers, providing various forms of information, event ticket sales, cash handling/balancing,…
From $13 an hour
Quick Apply
11h
Social Media Specialist/Retail Sales Associate
The Haven Boutique —Bluffton, SC
This position combines social media marketing with in-store retail sales, making it the perfect opportunity for someone who enjoys creating content, styling…
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour
Client Success Associate
Gordon Flesch Company —Dublin, OH
Valid driver’s license and appropriate auto insurance as dictated by state requirements. Help develop and execute customer success plans tailored to each…
$27.50 - $30.00 an hour
Quick Apply
1d

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in bluffton, sc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near bluffton, sc

Client Services jobs in Savannah, GA

Customer Experience Specialist jobs in Savannah, GA

Client Associate jobs in Hilton Head Island, SC

Client Services jobs in Coon Rapids, MN

Client Associate jobs in New York, NY

Client Relationship Manager jobs in Dallas, TX

Client Services jobs in Mishawaka, IN

Republic Services jobs in San Diego, CA

Human Services jobs in Columbia, SC

Client Services jobs in Lake Charles, LA

Client Services jobs in Fairless Hills, PA

Client Advisor jobs in Holden Heights, FL

Entry Level Financial Advisor jobs in Remote

Client Advisor jobs in Miami, FL

Client Advisor jobs in Nashville, TN

Academic Advisor jobs in Omaha, NE

Client Service Associate jobs in Dallas, TX

Client Advisor jobs in Central Valley, NY

Sales Representative jobs in Dallas, TX

Customer Service Representative jobs in Moreno Valley, CA

Wealth Management Client Associate

Bank of America -
Hilton Head Island, SC

Apply Now

Job Details

Full-time

Qualifications

High school diploma or GED

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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

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 services associate jobs in bluffton, sc

Wealth Management Client Associate

Client Service Representative

Client Experience Specialist

Client Sales Advisors - Hilton Head Honda

Client Service Assistant - Employee Benefits

P&C - Client Service Assistant

Counter Sales / Customer Service

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in bluffton, sc

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected