Wealth Management Client Associate

Merrill Lynch Aspen   Aspen, CO   Full-time     Accounting/Finance
Posted on May 13, 2024

Seeking a candidate interested in a career working for a nationally recognized Wealth Management team in Aspen. This individual should enjoy working in a fast-paced team setting, is detail oriented, and pursues client experience excellence. Ideal candidate has a foundational knowledge of investment and banking products. Skills include oral and written communication, Microsoft suite experience a plus. This job is responsible for providing client service support to two Financial Advisors. Key responsibilities include supporting strategic objectives, operational excellence, and client advocacy within the business, while customizing solutions. This position will be the most frequent point of contact for our clients. Position is full time in the Aspen branch location.

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

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

Key Qualifications for the role: -2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus -Product

Knowledge: Foundational knowledge of investment and banking products -Energetic individual that is self-motivated, coachable, and flexible in thought -Enjoys a fast-paced environment with changing and evolving responsibility -Detail oriented -Invested in personal development -Consistently pursues client experience excellence -Works quickly to fulfill client needs delivering complex solutions -Frequent communication, and an abundance of discretion with sensitive information -Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus -Professional verbal and written communication

Experience Level: Some experience required