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 · 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
$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
$22/hr–$46/hr
Great company. Great people. Great opportunities. If you’d like the chance to make your mark with the world’s largest equipment rental provider, come build your future with United Rentals! As a Service Tech, you’ll use y…
Skills: Mechanical Repair, Electrical Systems, Hydraulic Systems, Diesel Systems, Preventive Maintenance
San Diego, California, 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 Patrols, Customer Service, Emergency Response, Communication, Incident Management
San Diego, California, United States · On-site
$20/hr–$25/hr
Location: SCP San Diego, CA - 76; 5648 Copley Drive, San Diego, California - 92111 Pay: $20.00 - $25.00 / hour and up to $2,500 through our performance bonuses. You want Benefits? You’ve got it! Our generous benefits pac…
Skills: Inside Sales, Customer Service, Data Entry, Inventory Management, MS Office
San Diego, California, United States · Remote OK
$18/hr–$22/hr
Job DetailsJob Location: San Diego, CA 92163Salary Range: $18.00 - $22.00 HourlyJob Title: Client Access Specialist (Sales-Focused) Location: Remote Compensation: $18-22 Bonus Potential: Uncapped monthly bonus based on i…
Skills: Inside Sales, Lead Qualification, CRM Management, Customer Outreach, Verbal Communication
San Diego, California, United States · On-site
$19/hr–$29/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Patient Care, Inventory Management, Immunization Support, Customer Service
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
San Diego, California, United States · On-site
Starting Hourly Rate / Salario por Hora Inicial: $20.00 USD per hour ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and cu…
Skills: Customer Service, Beverage Preparation, Food Safety, Inventory Management, Cash Handling
San Diego, California, United States · On-site
$19/hr–$29/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Patient Care, Inventory Management, Immunization Support, Customer Service
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
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Patient Care, Inventory Management, Immunization Support, Customer Service
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
$50k/yr
Job Summary As an Outside Sales Rep, your primary responsibility will be to develop and maintain strong client relationships, identify potential customers, and generate revenue by promoting our trench shoring equipment r…
Skills: Prospecting, Lead Generation, Client Relationship Management, Negotiation, Salesforce
San Diego, California, United States · On-site
$19/hr–$25/hr
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and busin…
Skills: Cash Handling, Member Service, Cross-selling, Financial Transaction Processing, BSA/AML Compliance
San Diego, California, United States · On-site
$73k–$75k/yr
Benefits: Earned Wage Access 401(k) matching Bonus based on performance Competitive salary Employee discounts Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development The Distri…
Skills: Retail Management, P&L Management, Leadership, Recruiting, Staffing
San Diego, California, United States · On-site
ABOUT US For over 40 years, 24 Hour Fitness has been a leader in the industry, driven by our mission to help our community live healthier and happier through the transformative power of fitness. With clubs nationwide, we…
Skills: Sales Practices, Customer Service, Lead Generation, Interpersonal Communication, Point Of Sale (POS)
San Diego, California, United States · On-site
About Bartell Hotels: Bartell Hotels is San Diego's largest independent hotel owner-operator with a sharp focus on employees, customers and community. This diverse collection of properties reflects Southern California's …
Skills: Guest Service, Front Desk Operations, Inventory Management, Conflict Resolution, Communication
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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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