JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Asset Management:
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems. Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation.
Responsibilities include, but are not limited to:
Daily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals)
Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing
Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to escalate identified issues with requests for resolution
Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition)
Leverage our digital platform to product tax transition reports upon Financial Advisor request
Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring
Create and manage internal presentations to provide business/project updates
Prioritize work, meet tight deadlines, and possess strong attention to detail
Interact and communicate confidently and effectively with internal stakeholders
Have a strong controls mindset adhering to internal procedures to achieve process consistency
Work successfully and efficiently in a team-based environment
Utilize judgment and discretion when working with highly confidential information
Adapt to and drive change to improve the client experience and operational efficiency
The Client Account Specialist must be able to:
Qualifications
1-3 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas
Experience in retail SMA client service or operations a plus
Expertise with Excel (e.g., using pivot tables, formulas, etc.)
Expertise in PowerPoint: creating slides / charts and editing presentations
Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
Demonstrate ability to multi-task and re-prioritize daily tasks
JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking **.**
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
**Asset Management:**
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems. Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation.
**Responsibilities include, but are not limited to:**
+ Daily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals)
+ Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing
+ Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to escalate identified issues with requests for resolution
+ Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition)
+ Leverage our digital platform to product tax transition reports upon Financial Advisor request
+ Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring
+ Create and manage internal presentations to provide business/project updates
+ Prioritize work, meet tight deadlines, and possess strong attention to detail
+ Interact and communicate confidently and effectively with internal stakeholders
+ Have a strong controls mindset adhering to internal procedures to achieve process consistency
+ Work successfully and efficiently in a team-based environment
+ Utilize judgment and discretion when working with highly confidential information
+ Adapt to and drive change to improve the client experience and operational efficiency
**The Client Account Specialist must be able to:**
**Qualifications**
+ 1-3 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas
+ Experience in retail SMA client service or operations a plus
+ Expertise with Excel (e.g., using pivot tables, formulas, etc.)
+ Expertise in PowerPoint: creating slides / charts and editing presentations
+ Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
+ Demonstrate ability to multi-task and re-prioritize daily tasks
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Columbus, OH $65,000.00 - $100,000 / year
JobID: 210698069 JobSchedule: Full time JobShift: Base Pay/Salary: Columbus, OH $65,000.00-$100,000 JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Asset Management:
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems. Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation.
Responsibilities include, but are not limited to:
* Daily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals)
* Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing
* Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to escalate identified issues with requests for resolution
* Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition)
* Leverage our digital platform to product tax transition reports upon Financial Advisor request
* Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring
* Create and manage internal presentations to provide business/project updates
* Prioritize work, meet tight deadlines, and possess strong attention to detail
* Interact and communicate confidently and effectively with internal stakeholders
* Have a strong controls mindset adhering to internal procedures to achieve process consistency
* Work successfully and efficiently in a team-based environment
* Utilize judgment and discretion when working with highly confidential information
* Adapt to and drive change to improve the client experience and operational efficiency
The Client Account Specialist must be able to:
Qualifications
* 1-3 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas
* Experience in retail SMA client service or operations a plus
* Expertise with Excel (e.g., using pivot tables, formulas, etc.)
* Expertise in PowerPoint: creating slides / charts and editing presentations
* Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
* Demonstrate ability to multi-task and re-prioritize daily tasks
$65k-100k yearly Auto-Apply 12d ago
Customer Service Representative-Mountain/Pacific Time Zones
PNC Financial Services Group, Inc. 4.4
Wyoming jobs
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a CustomerServiceRepresentative, you will provide routine service support to PNC customers who initiate contact with the Customer Care Center. This may involve questions regarding products, online directions, and their accounts. You will communicate directly with customers, as well as internal and external service partners to effectively resolve issues, questions, and service requests. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. Employees must provide the following additional requirements for success in a virtual role: * Work Space - A dedicated and confidential work space which includes a door that can be closed for privacy. * High speed internet - High speed internet service with a direct wired connection to a cable or fiber modem and router, capable of at least 20 mbps download and upload speeds. This connection must not be DSL, Satellite, dial up, Cellular, Microwave, Broadband Powerline (BPL), or any other ISP that is not cable or fiber. You must have wired connection in the room with the modem and router. Wireless internet is not permitted/supported Generally, this opening is expected to be posted for 48 business hours from 12/9/25, although longer with business discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Performs customerservice activities and initiatives for a broad range of products, services and problem resolution that occurs across multiple channels for our customers. Delivers CARES model to customers and service partners. * Receives, investigates and responds to customer inquiries regarding products, services and issues via all channels through which customers are served. * Resolves customerservice inquiries and issues. Recommends appropriate solutions. Refers complex or reoccurring issues. * Maintains high levels of customer satisfaction consistent with PNC's core values. Demonstrates commitment to quality through customer and service partner interactions. * Documents customer interactions and completes service requests to minimize customer effort or additional action. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customizedcustomer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Continual Improvement Process, Customer Interactions, CustomerService, Decision Making, Relationship Building, Results-Oriented, Technical Support Competencies Accuracy and Attention to Detail, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Fraud Detection and Prevention, Knowledge of a Specific Customer Support Function, Managing Multiple Priorities, Problem Solving, Products and Services, Tech Savvy Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically service) may be considered.
Education No Degree Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $34,000.00 - $59,800.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/09/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$34k-59.8k yearly 40d ago
Dividend - Call Center Customer Service Agent-4
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customerservice when speaking with customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request
+ Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application
+ Assist customers with payment and billing questions
+ Communicate and coordinate with internal departments as needed
+ Follow up on customer interactions
+ Perform customer identity verifications
+ Document customer Interactions with concise and detailed account notes
+ Adhere to all Dividend policies and procedures
+ Other projects and duties as assigned
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
+ Bilingual (English/Spanish) preferred but not required
+ Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA)
+ At least six months recent call center experience required
+ High school graduate or equivalent
+ Able to multi-task while providing accurate, efficient and exceptional service
+ Excellent communication skills and a positive demeanor
+ Proven organizational skills and ability to prioritize
+ Experience with CRM required (salesforce preferred)
+ Analytical and data driven
+ Ability to work well independently
+ Excellent interpersonal and communication skills
Dividend - Call Center CustomerService Agent-4
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$28k-33k yearly est. 60d+ ago
Dividend - Call Center Customer Service Agent-4
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customerservice when speaking with customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request
Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application
Assist customers with payment and billing questions
Communicate and coordinate with internal departments as needed
Follow up on customer interactions
Perform customer identity verifications
Document customer Interactions with concise and detailed account notes
Adhere to all Dividend policies and procedures
Other projects and duties as assigned
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
Bilingual (English/Spanish) preferred but not required
Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA)
At least six months recent call center experience required
High school graduate or equivalent
Able to multi-task while providing accurate, efficient and exceptional service
Excellent communication skills and a positive demeanor
Proven organizational skills and ability to prioritize
Experience with CRM required (salesforce preferred)
Analytical and data driven
Ability to work well independently
Excellent interpersonal and communication skills
Dividend - Call Center CustomerService Agent-4
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$28k-33k yearly est. Auto-Apply 49d ago
Business Service Officer
Morgan Stanley 4.6
Beavercreek, OH jobs
add jd WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-114k yearly est. Auto-Apply 6d ago
Business Service Officer
Morgan Stanley 4.6
Columbus, OH jobs
add jd
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-114k yearly est. Auto-Apply 6d ago
CSR/Teller - Maumee Dussel (Maumee, OH) - Full Time
Fifth Third Bank, N.A 4.6
Maumee, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customerservice in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
- Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
- Provide follow up to customer questions and find solutions to address issues
- Be responsive and timely with correspondence to keep lines of communication open and clear
- Maintain a position of trust and responsibility by keeping all customer business confidential
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
- Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
- Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
- Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
- Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead CustomerServiceRepresentative or other leadership as necessary.
- Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
- During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
- Build and maintain a working knowledge of the Retail products and services offered
- Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- High school diploma/GED.
- Work involves extensive cash handling.- Work involves contact with the public, adhere to dress code guidelines.
- Must have the ability to interact comfortably and confidently with the public.
- Position requires knowledge of retail policies and procedures, to perform the essential duties.
- Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
- Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
- Need to have flexibility in scheduling.
WORKING CONDITIONS:
- Normal office environment.
- Extensive viewing of computer screens.
CSR/Teller - Maumee Dussel (Maumee, OH) - Full Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Maumee, Ohio 43537
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$32k-36k yearly est. 6d ago
Business Service Officer
Morgan Stanley 4.6
Cincinnati, OH jobs
add jd WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-114k yearly est. Auto-Apply 6d ago
CSR/Teller - Marysville, OH - Part-Time
Fifth Third Bank, N.A 4.6
Marysville, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customerservice in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
- Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
- Provide follow up to customer questions and find solutions to address issues
- Be responsive and timely with correspondence to keep lines of communication open and clear
- Maintain a position of trust and responsibility by keeping all customer business confidential
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
- Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
- Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
- Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
- Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead CustomerServiceRepresentative or other leadership as necessary.
- Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
- During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
- Build and maintain a working knowledge of the Retail products and services offered
- Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- High school diploma/GED.
- Work involves extensive cash handling.- Work involves contact with the public, adhere to dress code guidelines.
- Must have the ability to interact comfortably and confidently with the public.
- Position requires knowledge of retail policies and procedures, to perform the essential duties.
- Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
- Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
- Need to have flexibility in scheduling.
WORKING CONDITIONS:
- Normal office environment.
- Extensive viewing of computer screens.
CSR/Teller - Marysville, OH - Part-Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Marysville, Ohio 43040
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$31k-36k yearly est. 10d ago
CSR/Teller - Willoughby South (Willoughby), OH - Part-Time
Fifth Third Bank, N.A 4.6
Willoughby, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customerservice in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
- Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
- Provide follow up to customer questions and find solutions to address issues
- Be responsive and timely with correspondence to keep lines of communication open and clear
- Maintain a position of trust and responsibility by keeping all customer business confidential
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
- Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
- Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
- Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
- Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead CustomerServiceRepresentative or other leadership as necessary.
- Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
- During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
- Build and maintain a working knowledge of the Retail products and services offered
- Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- High school diploma/GED.
- Work involves extensive cash handling.- Work involves contact with the public, adhere to dress code guidelines.
- Must have the ability to interact comfortably and confidently with the public.
- Position requires knowledge of retail policies and procedures, to perform the essential duties.
- Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
- Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
- Need to have flexibility in scheduling.
WORKING CONDITIONS:
- Normal office environment.
- Extensive viewing of computer screens.
CSR/Teller - Willoughby South (Willoughby), OH - Part-Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Willoughby, Ohio 44094
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$32k-36k yearly est. 31d ago
Registered Private Wealth Client Associate
Bank of America 4.7
Cincinnati, OH jobs
Cincinnati, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************
**:**
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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**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:**
+ 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
**Desired Qualifications:**
+ 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
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$41k-51k yearly est. 10d ago
Registered Private Wealth Client Associate
Bank of America 4.7
Cincinnati, OH jobs
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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
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:
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
Desired Qualifications:
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
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$41k-51k yearly est. Auto-Apply 11d ago
Float CSR/Teller - Southwest Dayton Region - Full Time
Fifth Third Bank, N.A 4.6
Franklin, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations. This role will be expected to travel to various Financial Centers within the market.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can-do attitude, and portraying a willingness to help at all times.
+ Have a developed rapport with the customer base and have knowledge of account ownership.
+ Act with confidence by answering and/or finding answers to customer questions and finding solutions to customer issues.
+ Be responsive and timely with correspondence and problem resolution.
+ Maintain a position of trust and responsibility by keeping all customer business confidential.
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
+ Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
+ Maintain a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed.
+ Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes.
+ Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead CustomerServiceRepresentative or other leadership as necessary.
+ Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
+ Consistently meet or exceed sales referrals, as set by management.
+ Actively involve self in daily huddles, sales meetings and staff meetings.
+ Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
+ Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling and cross-selling of bank products and services.
+ Utilize appropriate tools for all referrals sent to business partners for tracking purposes.
+ Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals.
+ Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ High school diploma/GED.
+ Work involves extensive cash handling, which requires ability to perform advanced math functions.
+ Work involves contact with the public, necessitating the ability to present a professional image.
+ Must have the ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue.
+ Work requires the ability to properly read and write well enough to communicate in both oral and written form.
+ Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 2 years of CSR experience.
+ Work requires the ability to take initiative and utilize sound judgment in decision-making and diplomacyand tact in problem resolution.
+ Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
+ Need to have flexibility in scheduling.
WORKING CONDITIONS:
+ Normal office environment.
+ Extending viewing of computer screens.
+ Travel will be required.
Float CSR/Teller - Southwest Dayton Region - Full Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Franklin, Ohio 45005
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$31k-36k yearly est. 10d ago
Float CSR/Teller - Elyria, OH - Full-Time
Fifth Third Bank, N.A 4.6
Elyria, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customerservice in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Ability to work collaboratively in different financial centers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
- Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
- Provide follow up to customer questions and find solutions to address issues
- Be responsive and timely with correspondence to keep lines of communication open and clear
- Maintain a position of trust and responsibility by keeping all customer business confidential
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
- Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
- Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
- Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. Share all feedback with RAM, Financial Center Manager and Program Manager to ensure consistence through all financial centers.
- Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead CustomerServiceRepresentative or other leadership as necessary.
- Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
- During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
- Build and maintain a working knowledge of the Retail products and services offered
- Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Other:
Perform other duties as assigned.
Ability to work collaboratively in different financial centers.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- High school diploma/GED.
- Work involves extensive cash handling.
- Work involves contact with the public, adhere to dress code guidelines.
- Must have the ability to interact comfortably and confidently with the public.
- Position requires in-depth knowledge of retail policies and procedures, to perform the essential duties.
- Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
- Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
- Need to have flexibility in scheduling.
WORKING CONDITIONS:
- Normal office environment.
- Extensive viewing of computer screens.
- Travel will be required.
Float CSR/Teller - Elyria, OH - Full-Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Elyria, Ohio 44035
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$32k-36k yearly est. 23d ago
Advisor Development Program Client Associate
Bank of America 4.7
Pepper Pike, OH jobs
Pepper Pike, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**********************************************************************************************************************
**:**
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 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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
**Job Description:**
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
**The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:**
+ Developing a book of business in order to meet and exceed established performance hurdles
+ Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
+ Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
+ Organizing and managing resources (time, people, budget) to run a productive practice
+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
+ Completing mandated training, assessments, performance goals and continuing education requirements
**We'll help you**
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions.
+ **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Displays confidence working as a self-starter in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven growth mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Exceptional interpersonal and relationship building skills
+ Effective communication skills (written and verbal)
+ Proven ability to quickly build trust and credibility
+ Proven ability to assess needs of and recommend appropriatesolutions
+ Proven ability to work both collaboratively on a team with key partners and independently
+ Proven ability to listen and probe for clarity and understanding
+ Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
+ Strong follow-through skills
+ Computer/technical literacy and proficiency in applications such as Microsoft Suite
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of work experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
**Job Responsibilities:**
+ Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
+ 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
+ Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
**Skills** **:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Trade Operations Management
+ Administrative Services
+ Client Investments Management
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$43k-56k yearly est. 10d ago
Advisor Development Program Client Associate
Bank of America 4.7
Pepper Pike, OH jobs
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 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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Job Description:
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Displays confidence working as a self-starter in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven growth mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs of and recommend appropriate solutions
Proven ability to work both collaboratively on a team with key partners and independently
Proven ability to listen and probe for clarity and understanding
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Strong follow-through skills
Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of work experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Job Responsibilities:
Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
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
Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Trade Operations Management
Administrative Services
Client Investments Management
Emotional Intelligence
Referral Identification
Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$43k-56k yearly est. Auto-Apply 9d ago
Advisor Development Program Client Associate
Bank of America Corporation 4.7
Pepper Pike, OH jobs
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 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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Job Description:
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
* Developing a book of business in order to meet and exceed established performance hurdles
* Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
* Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
* Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
* Organizing and managing resources (time, people, budget) to run a productive practice
* Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
* Completing mandated training, assessments, performance goals and continuing education requirements
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
* Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Displays confidence working as a self-starter in a sales role
* Builds strong client relationships through effective communication and collaboration
* Displays a proactive mindset and effective time management
* Demonstrates a results-driven growth mindset and prioritizes client interests
* Identifies appropriate client solutions through application of learnings and new information
* Exceptional interpersonal and relationship building skills
* Effective communication skills (written and verbal)
* Proven ability to quickly build trust and credibility
* Proven ability to assess needs of and recommend appropriate solutions
* Proven ability to work both collaboratively on a team with key partners and independently
* Proven ability to listen and probe for clarity and understanding
* Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
* Strong follow-through skills
* Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of work experience
* Learns and adapts to new technology or applications
* Executes multiple tasks simultaneously
Job Responsibilities:
* Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
* 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
* Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Trade Operations Management
* Administrative Services
* Client Investments Management
* Emotional Intelligence
* Referral Identification
* Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$43k-56k yearly est. 10d ago
CSR/Teller - Mayfield Heights, OH - Part Time
Fifth Third Bank, N.A 4.6
Mayfield Heights, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customerservice in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
- Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
- Provide follow up to customer questions and find solutions to address issues
- Be responsive and timely with correspondence to keep lines of communication open and clear
- Maintain a position of trust and responsibility by keeping all customer business confidential
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
- Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
- Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
- Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
- Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead CustomerServiceRepresentative or other leadership as necessary.
- Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
- During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
- Build and maintain a working knowledge of the Retail products and services offered
- Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- High school diploma/GED.
- Work involves extensive cash handling.- Work involves contact with the public, adhere to dress code guidelines.
- Must have the ability to interact comfortably and confidently with the public.
- Position requires knowledge of retail policies and procedures, to perform the essential duties.
- Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
- Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
- Need to have flexibility in scheduling.
WORKING CONDITIONS:
- Normal office environment.
- Extensive viewing of computer screens.
CSR/Teller - Mayfield Heights, OH - Part Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Mayfield Heights, Ohio 44124
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.