Portsmouth, England, United Kingdom · Hybrid
$26/hr–$45/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: Client Management, Customer Focus, Issue Management, Oral Communications, Business Development
Portland, Oregon, United States · On-site
$17/hr–$27/hr
Location: Samaritan Medical Center Department: 01.8647 SMC NEUROSURG MED PRACT Pay Range: $17.97 - $27.86 Care for our community, and your career. Proficiency with word processing software, with minimum typing speed of 4…
Skills: Word Processing, Typing (40 wpm), Correspondence Composition, Proofreading, Medical Terminology
Portland, Oregon, United States · On-site
Overview Enterprise Mobility operates the Enterprise Rent-A-Car, National Car Rental, and Alamo car rental brands and has frequently been named one of the top places to work. Enterprise Mobility is the largest and fastes…
Skills: Customer Service, Reservation Management, Administrative Support, Basic Accounting, Sales
Portland, Oregon, United States · On-site
$16/hr–$21/hr
When you join Verizon You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people l…
Skills: Retail Sales, Customer Service, Communication Skills, Needs Discovery, Product Positioning
Portland, Oregon, United States · On-site
Why us? At The Bidwell Marriott Portland, you’re not just joining a hotel—you’re stepping into a space that reflects the soul of the city. Located on Portland’s storied Broadway Avenue, we blend warm, good-natured hospit…
Skills: Customer Service, Food Service, Cash Handling, Order Taking, Menu Knowledge
Portland, Oregon, United States · On-site
$17/hr–$27/hr
ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE Join Our Community of Food People! Leads all functions of the Dry, Disposables, and Culinary Equipment Supplies (CES), a…
Skills: Inventory Management, Customer Service, Staff Training, Merchandising, Retail Operations
Portland, Oregon, United States · On-site
Our associates celebrate lives. We celebrate our associates. Accountable for serving client families by making at need cemetery arrangements, and selling pre-need arrangements. The Sales Professional serves families by p…
Skills: Lead Generation, Prospecting, Customer Service, Relationship Building, Active Listening
Phoenix, Arizona, United States · Remote OK
$82k–$130k/yr
Job Description: Ashurst Perkins Coie US LLP is seeking a highly motivated Litigation e-Filing Coordinator. As a Litigation e-Filing Coordinator, you will provide centralized e-filing support in addition to coordinating …
Skills: Electronic Filing, Document Processing, Case Management, Legal Research, Microsoft Word
Portland, Oregon, United States · On-site
$21/hr–$22/hr
Office Specialist (Urgent Walk-In Clinic) Job Overview Location/Schedule: This position is located within the urgent walk-in clinic (UWIC) at the Plaza Health Center in SE Portland, OR. The schedule for this position is …
Skills: Administrative Support, Electronic Health Records, Trauma Informed Care, Office Management, Scheduling
Portland, Oregon, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Access Control, Patrolling, Customer Service, Emergency Response, Incident Reporting
Portland, Oregon, United States · On-site
$70k–$200k/yr
Dealership:L0257 Cadillac of Portland Cadillac of Portland Now Hiring – Sales Representatives Pay: Commission-based payplan; estimated annual earnings $70,000 - $200,000Schedule: Ideal candidate has open availability to …
Skills: Interpersonal Communication, Organizational Skills, Time Management, Computer Literacy, Goal Setting
Portland, Oregon, United States · On-site
ALL ROADS LEAD TO THIS OPPORTUNITY The journey to Valvoline Instant Oil Change (VIOC) is different for everyone. Our employees are students, recent grads, parents, veterans, career changers—who have all found their way t…
Skills: Oil Change, Fluid Refill, Tire Rotation, Battery Testing, Battery Replacement
Portland, Oregon, United States · On-site
$15/hr–$25/hr
We’re excited about your interest in pursuing the next step in your career with US Foods! Your continuous growth and development is critical to our success. US Foods is committed to working with and providing reasonable …
Skills: Inventory Management, Customer Service, Staff Training, Merchandising, Retail Operations
Portland, Oregon, United States · On-site
$18/hr–$25/hr
Job DetailsLevel: EntryJob Location: Portland, OR 97213Salary Range: $18.13 - $25.71 HourlyAt WHA, we're a team, passionate about humanizing healthcare. We're inspired by the diverse stories, strength and resilience of o…
Skills: Patient Greeting, Appointment Scheduling, Co-pay Collection, Phone Etiquette, Data Entry
Portland, Oregon, United States · Remote Solely
$90k–$120k/yr
Rockstar Life Insurance Guru Company: AO Are you a dynamo bursting with energy and ready to take on the world? Is your conversation so sparkling that you can make even insurance sound like the most riveting topic on the …
Skills: Communication, Relationship Building, Sales, Client Needs Analysis, Time Management
Portland, Oregon, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Security Patrolling, Customer Service, Emergency Response, Incident Documentation, Access Control
Portland, Oregon, United States · On-site
Posting Details Dickinson College is a premier four-year residential liberal arts institution chartered in 1783 and widely recognized as a leader in global and sustainability education. Dickinson College is located in Ca…
Skills: Customer Service, Cash Handling, Credit Card Processing, Payment Processing, Communication
Portland, Oregon, United States · On-site
Salary RangeUSD $19.50/Hr. - Overview The Job in a Nutshell: The Vitamin/Body Care Assistant is responsible for assisting the Vitamin and Body Care Managers in the successful operation and profitability of the vitamin an…
Skills: Customer Service, Inventory Management, Merchandising, Cash Handling, Staff Training
Portland, Oregon, United States · On-site
$19/hr–$21/hr
Come work for the Hi Lo Hotel in downtown Portland! What We Offer: A super fun place to work with a really great team Marriott travel benefits (hotel rooms all over the world starting as low as $29 per night!) Opportunit…
Skills: Guest Services, Front Desk Operations, Concierge Services, Cashiering, Problem Solving
Portland, Oregon, United States · On-site
Job DetailsJob Location: Foster - Portland, OR 97266Position Type: Part TimeWho We Are: At Planet Fitness, our mission has always been to enhance people’s lives by providing a high-quality fitness experience in a welcomi…
Skills: Customer Service, Communication, Interpersonal Skills, Basic Computer Skills, Multitasking
Portsmouth, England, United Kingdom • Hybrid
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This role is responsible for providing client service support to multiple Financial Advisors, ensuring excellent client service and operational excellence. Key tasks include addressing client needs, educating clients on banking offerings, and maintaining client relationships.
Candidates must hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, and possess advanced industry knowledge. They should demonstrate a client-centric mindset, strong work ethic, and the ability to adapt to new information and technology.
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.
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
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
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
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
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
Pay Transparency details
US - ME - Portland - 1 MONUMENT SQ - One Monument Square (ME9001)Pay and benefits informationPay range$26.50 - $45.00 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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