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Salary Package

Competitive Package

Experience Required

1 - 3 Years

Location

Charlotte

Vacancies

1 Position(s)

Suggested Candidates from Professional Network (1)

Automated Skill Match

Hurst Bourne Dental Care72% Match

Hurst Bourne Dental Care: Family Dentistry in Louisville, KY

Matches 1 required skill(s): Communication

Job Description

This job provides client service support to potentially multiple Financial Advisors on the McDade Group, a Private Wealth Management team based in Charlotte, serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Key Responsibilities

Provide excellent client service by educating clients on all of the bank's service and banking offerings

Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests

Identify, deepen, and maintain client relationships while promoting incorporation of banking into day-to-day practices

Support day-to-day team activities, including covering roles in times of absence or seasonal need increases

Role Requirements & Qualifications

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

Minimum education: High School Diploma / GED or equivalent

Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce

Target Skills

Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentPipeline ManagementWritten Communications