San Diego, California, United States · On-site
$25/hr–$44/hr
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
San Diego, California, United States · On-site
$125k–$150k
Graham Technologies is seeking an experienced Project Manager to support the successful execution of a multi-site Federal program. The Project Manager will coordinate daily operations, schedules, deliverables, staffing a…
Skills: Project Management, Federal Program Support, Schedule Management, Risk Mitigation, Performance Reporting
San Diego, California, United States · Remote OK
$24/hr–$26/hr
ABOUT COASTAL At Coastal Payroll Services, we're more than payroll. Coastal is a leading provider of human capital management services headquartered in Southern California that supports thousands of clients in California…
Skills: Customer Service, Payroll Processing, Human Capital Management, Microsoft Excel, Microsoft Word
San Diego, California, United States · On-site
$23/hr–$23/hr
Job DetailsLevel: ExperiencedJob Location: Catamaran - San Diego , CA 92109Position Type: SeasonalSalary Range: $23.90 - $23.90 HourlyJob Shift: Day / EveningJob Category: Customer Service - Guest Service - Non Superviso…
Skills: Guest Service, Upselling, Reservation Management, Cash Handling, Telephone Etiquette
San Diego, California, United States · On-site
$18/hr–$20/hr
Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. …
Skills: Administrative Support, Interpersonal Communication, MS Office, Office Management, Inventory Management
San Diego, California, United States · On-site
$80k–$95k/yr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Property Management, Lease Up Experience, Budgeting, Financial Reporting, Vendor Management
San Diego, California, United States · On-site
$25/hr–$29/hr
For more than 55 years, Family Health Centers of San Diego’s (FHCSD) mission has been to provide caring, affordable, high-quality health care and supportive services to everyone, with a special commitment to uninsured, l…
Skills: Patient Registration, Appointment Scheduling, Insurance Verification, Cash Handling, Electronic Health Records
Huntsville, Alabama, United States · On-site
$69k–$158k/yr
Supply Chain Administrator, Senior The Opportunity: As Supply Chain Administrator, you will manage a portfolio of subcontract agreements and direct procurement requirements. You will balance multiple priorities to help o…
Skills: Subcontract Management, Federal Procurement, Price Analysis, Contract Negotiation, CPSR Compliance
San Diego, California, United States · On-site
At SeaWorld, we're passionate about caring for animals. In fact, we've already rescued over 40,000 animals (and counting!). And we can save you from being stuck in just another job. Join us and help bring joy, excitement…
Skills: Human Resources Support, Data Entry, Employee Records Management, Compliance, Administrative Support
San Diego, California, United States · On-site
$28/hr–$29/hr
Job DetailsJob Location: Encanto Village - San Diego, CA 92114Position Type: Full TimeEducation Level: High SchoolSalary Range: $28.00 - $29.00 HourlyJob Shift: DayJob Category: Property ManagementNational Community Rena…
Skills: Property Management, Compliance, Yardi, Financial Management, Supervisory Experience
San Diego, California, United States · Remote OK
$65k–$75k/yr
At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. Th…
Skills: Risk Underwriting, Account Triage, Customer Service, Seismic Risk Evaluation, Microsoft Office Suite
San Diego, California, United States · On-site
$24/hr–$29/hr
CityOceansideStateCaliforniaJob LocationSAN 100 Mission HillsPosition TypeRegular The Community Relations Representative plays a vital role in delivering an exceptional experience throughout the customer life cycle. As t…
Skills: Customer Service, CRM Software, Microsoft Office Suite, Communication, Time Management
San Diego, California, United States · On-site
$38/hr–$49/hr
Pay Range: $38.00 - $49.00 an hour (based on experience) Benefits: Medical, Dental, Vision, 401k matching Every effort has been made to identify the essential functions of this position. However, it in no way states or i…
Skills: Medication Administration, Patient Charting, Nursing Supervision, Care Plan Management, Clinical Documentation
San Diego, California, United States · On-site
$22/hr–$24/hr
Job DetailsJob Location: San Diego Campus - San Diego, CA 92110Position Type: Full-TimeSalary Range: $22.00 - $24.48 HourlyJob Category: Volunteer Engagement San Diego Humane Society is hiring a Volunteer Engagement Coor…
Skills: Volunteer Management, Administrative Support, Database Administration, Customer Service, Event Coordination
San Diego, California, United States · On-site
$22/hr–$24/hr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Leasing, Sales, Marketing, Customer Service, OneSite
San Diego, California, United States · Remote OK
$65k–$75k/yr
At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. Th…
Skills: Risk Underwriting, Account Quoting, Binding, Seismic Risk Evaluation, Customer Service
San Diego, California, United States · On-site
$21/hr–$23/hr
For more than 55 years, Family Health Centers of San Diego’s (FHCSD) mission has been to provide caring, affordable, high-quality health care and supportive services to everyone, with a special commitment to uninsured, l…
Skills: Prenatal Case Management, Staff Training, Patient Education, Electronic Health Records, Bilingual Spanish
San Diego, California, United States · On-site
$17/hr–$25/hr
Job DetailsJob Location: Arbor Village - San Diego, CA 92113Position Type: Full TimeSalary Range: $17.00 - $25.00 HourlyJob Shift: DayJob Category: Property ManagementThe Assistant Community Manager is responsible for as…
Skills: Property Management, Yardi, Bookkeeping, Customer Service, Microsoft Office
San Diego, California, United States · On-site
$26/hr–$26/hr
Job DetailsLevel: ExperiencedJob Location: Catamaran - San Diego , CA 92109Position Type: Full TimeEducation Level: High SchoolSalary Range: $26.10 - $26.10 HourlyJob Shift: Day / EveningJob Category: Sales - Non Managem…
Skills: Staff Supervision, Guest Relations, Performance Management, Scheduling, Problem Solving
San Diego, California, United States · On-site
$27/hr–$30/hr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Property Management, Bookkeeping, Financial Reporting, Rent Collection, Yardi
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Provide comprehensive client service support to multiple Financial Advisors by acting as the primary point of contact for client needs. Ensure operational excellence by aligning practices with bank policies and promoting banking offerings to deepen client relationships.
Requires a high school diploma and a client-centric mindset with the ability to adapt to new technology. Desired qualifications include FINRA licenses (SIE, Series 7, 66) and proficiency in Microsoft Office and Salesforce.
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.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Pay Transparency details
US - CA - San Diego - 11811 BERNARDO PLAZA CT - MERRILL LYNCH PLAZA (CA0813)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. 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; and the overall success of the Company.BenefitsThis role is currently benefits eligible. 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.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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