About this opportunity
Bank of America lists this Associate Medical Sales opportunity in melville, Louisiana. Review the employer’s description below for duties, qualifications and application requirements.
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. 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.
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.
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 FAs 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.
Provides excellent Client Service to the banks clients through educating them on all of the banks 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 banks policies and procedures to support operational excellence, protect the banks clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the banks 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
Has the ability to learn and adapt to new information and technology platforms
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Account Management
Client Management
Customer and Client Focus
Issue Management
Pipeline Management
Administrative Services
Emotional Intelligence
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)
US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.