Job Description
Job Description Provide client service support to potentially multiple Financial Advisors (FAs) and support enterprise strategic objectives, operational excellence, and client advocacy within the FA's business. Serve as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities Provide excellent client service and educate clients on all bank services and offerings. Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests. Assist in ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting incorporation of banking into day‐to‐day practices, while communicating outcomes to the FA. Support day‐to‐day team activities and needs, including covering roles during absences or seasonal increases, while leading with a cli...