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…
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: Wealth Management, Client Relations, Financial Services, Administrative Support
Charlotte, North Carolina, United States · On-site
Entry level
WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundati…
Overview Kimley-Horn's Nashville, Tennessee (TN) office is seeking a Civil Engineer-in-Training (EIT) with 2+ years of experience to join their Land Development team. Responsibilities The person selected for this role wi…
Skills: Site Development Engineering, Project Management, Civil Design, Permitting, Hydrology Modeling
Regions Bank
Contact Center Banker - Nashville, TN
Nashville, Tennessee, United States · Hybrid
$36k–$43k/yr
Entry level
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Customer Service, Problem Solving, Multi-tasking, Time Management, Verbal Communication
Discover Vanderbilt University Medical Center: Located in Nashville, Tennessee, and operating at a global crossroads of teaching, discovery, and patient care, VUMC is a community of individuals who come to work each day …
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Negotiating Abilities, Leadership Abilities, Verbal Communication, Written Communication, Mentoring
Charlotte, North Carolina, United States · On-site
Senior
WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundati…
Keep the front floor area stocked, fronted, and clean; stock merchandise according to planograms or displays; complete sales preparation; and greet customers on the sales floor. May also serve as stock puller for install…
The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and efficient manner. This position will also collect money on C.O.D. deliveries and p…
Keep the front floor area stocked, fronted, and clean; stock merchandise according to planograms or displays; complete sales preparation; and greet customers on the sales floor. May also serve as stock puller for install…
Keep the front floor area stocked, fronted, and clean; stock merchandise according to planograms or displays; complete sales preparation; and greet customers on the sales floor. May also serve as stock puller for install…
Skills: Stocking, Planogram Implementation, Customer Service, Inventory Management, Order Pulling
Day-To-Day Artist Manager (The Freddy Wexler Company)
Santa Monica, California, United States · On-site
$70k–$90k/yr
Mid level$8.6B raised
We are UMG, the Universal Music Group. We are the world’s leading music company. In everything we do, we are committed to artistry, innovation and entrepreneurship. We own and operate a broad array of businesses engaged …
Skills: Artist Management, Calendar Management, Logistics Coordination, Tour Management, Budget Reconciliation
Division: Headquarters Project Location(s): New York, NY 10001 USA Minimum Years Experience: 4 Travel Involved: Job Type: Regular Job Classification: Experienced Education: Bachelors Degree Job Family: Construction Compe…
Skills: Building Envelope Analysis, Constructability Review, Energy Code Compliance, Quantity Takeoffs, BIM Software
Senior Client Developer Requisition Number: 2026-2703-01 Are you an experienced client developer with a passion and proven track record for business development and the drive to support the ongoing success of S&ME's envi…
Job Overview: The Service Technician I position is responsible for the maintenance and repair of commercial cooking equipment, commercial refrigeration and or commercial HVAC. Primary Responsibilities: Troubleshoots and …
Job Title: Luxury Leasing Advisor Salary: Top Compensation for Top Talent | $25 to $32 Per Hour + Bonus Opportunities Schedule: Full Time, Saturdays & Sundays Required Explore Elliston 23 Unlock your potential with Avenu…
This position is remote, but you MUST be located in our business footprint, which includes the following states: TN, KY, AL, GA, NC Summary: We’re in search for a Senior Automation Developer that is ready to innovate and…
Skills: RPA, Jack Henry Enterprise Workflow, SharePoint, Power Apps, HTML
Nashville General Hospital is hiring a Licensed Medical Laboratory Tech - PRN in Nashville, TN. This position is primarily responsible for processing and analyzing a variety of biological samples obtained from patients u…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school
Posted 40d ago
~38 hrs/week
Responsibilities
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.
Requirements
Requires a high school diploma and a client-centric, motivated 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.
Full job description
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. 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.
Responsibilities:
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
Required Qualifications:
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
Desired Qualifications:
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
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
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.
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.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US