Top 110 Client associate Jobs in Hilton Head Island Sc

Wealth Management Client Associate
Bank of America —Hilton Head Island, SC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Banking Associate (30) Parkway
TD Bank —Hilton Head Island, SC
- $22.00 - $27.75 an hour
- Part-time
- Military
- Basic math
- High school diploma or GED
- Health insurance
- Paid time off
Banking Associate (40) Hilton Head
TD Bank —Hilton Head Island, SC
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- Hotel
- Health insurance
- Paid time off
10d
Sales Associate
Orangetheory - Franchise #0324 —Hilton Head, SC
- Part-time
- Communication skills
- Marketing
- Entry level
- Paid training
Quick Apply
Business Associate
Howard Family Dental —Beaufort, SC
- Up to $21 an hour
- Full-time
- Background check
- Dental office
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
Sales Associate
GEORGICA PINE CLOTHIERS LLC —Hilton Head Island, SC
- $17 - $19 an hour
- Part-time
- High school diploma or GED
- Cash register
- Communication skills
Quick Apply
Associate Attorney
Confidential —Savannah, GA
- $90,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Tax Senior Associate
WebsterRogers LLP —Bluffton, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid holidays
- Paid time off
Quick Apply
2d
Associate Attorney
Rahimi, Hughes & Padgett, LLC —Savannah, GA
- Full-time
- Writing skills
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Litigation Associate Attorney (Fee Sharing) (Partnership track)
The Law Offices of Joshua E. Slavin —South Carolina
- From $100,000 a year
- Full-time
- Remote
- Doctoral degree
- Mid-level
- Fair chance
- Health insurance
- Paid time off
Quick Apply
9d
Associate Veterinarian
Crossroad Animal Hospital —Savannah, GA
- $110,000 - $150,000 a year
- Part-time
- Surgery
- Mentoring
- Communication skills
- Health insurance
- Dental insurance
2d
Retail Field, POS & or Network Technicians
Mobile Technologies Inc. —Savannah, GA
- $20 - $25 an hour
- Part-time
- 18 years or older
- Maintenance
- Mid-level
Quick Apply
Retail Associate - Garden Center
The Greenery Inc —Hilton Head, SC
- $18 - $20 an hour
- Background check
- Merchandising
- Pass drug screening
Quick Apply
Retail Scan Associate (Bluffton, SC 29910)
ScanScape —Bluffton, SC
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
Guest Experience Associate
Go Rentals —Hilton Head, SC
- $20 an hour
- Full-time
- Background check
- Sales
- Pass drug screening
- Travel reimbursement
- Disability insurance
Quick Apply
4h
Sales Associate
Soma —Hilton Head Island, SC
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Showroom Sales Associate
PALMETTO UPHOLSTERY & FABRICS —Hilton Head Island, SC
- $20 - $25 an hour
- Part-time
- Communication skills
- Entry level
- Paid training
- Employee discount
Quick Apply
11d
Store Associate
SHOE DEPT. —Beaufort, SC
- Merchandising
- Entry level
- Employee discount
Quick Apply
Account Associate - State Farm Agent Team Member
Christian Davis - State Farm Agent —Okatie, SC
- $55,000 - $70,000 a year
- Full-time
- Bachelor of Science
- Office
- Business development
- Paid time off
- Opportunities for advancement
Quick Apply
Store Associate
Sherwin-Williams —Hilton Head Island, SC
- $16.50 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED

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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 associate jobs in hilton head island sc

Wealth Management Client Associate

Banking Associate (30) Parkway

Banking Associate (40) Hilton Head

Sales Associate

Business Associate

Sales Associate

Associate Attorney

Tax Senior Associate

Associate Attorney

Litigation Associate Attorney (Fee Sharing) (Partnership track)

Associate Veterinarian

Retail Field, POS & or Network Technicians

Retail Associate - Garden Center

Retail Scan Associate (Bluffton, SC 29910)

Guest Experience Associate

Sales Associate

Showroom Sales Associate

Store Associate

Account Associate - State Farm Agent Team Member

Store Associate

I want to receive the latest job alert for client associate in hilton head island sc

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