- Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
- Think about why you can do the job and make a list of your skills that are relative to the job.
- Identify experiences or accomplishments that show your proficiency in the skills required for the job.
- Summarize your abilities, accomplishments and skills into a brief, concise document.
- Do be brief. Resumes should be 1-2 pages in length.
- Do be upbeat and active in your wording.
- Do emphasize what you have done clearly and concretely.
- Do be neat and well organized.
- Do have others proofread and critique your resume. Spell check. Make it error free.
- Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.
- Don't be dishonest, always tell the truth about yourself in the most flattering light.
- Don't include salary history or requirements.
- Don't include references.
- Don't include accomplishments that do not support your professional goals.
- Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
- Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
- Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
- Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
- Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
- Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
- Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
-
Client Associate
1 week ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...
-
Client Associate
1 week ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · • keep management systems up-to-date with client information · • educate clients on account services and capabilities · • help with the preparatio ...
-
Client Associate
1 week ago
UBS Financial Services Boston, United StatesBusiness management, administration and support · Global Wealth Management · Job Reference # · 291359BR · City · Job Type · Full Time · Your role · Are you truly service oriented? Do you know how to take care of people? · Were looking for a Client Associate to: · keep m ...
-
Client Service Associate
1 week ago
Morgan Stanley Boston, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...
-
Client Relations Associate
1 week ago
Alpha Ascension Inc. Boston, United StatesAt Alpha Ascension, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients w ...
-
Client Service Associate
1 week ago
Acadian Asset Management Boston, MA, United StatesAcadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of September 30, 2023, the firm managed approximately US$97 billion on behalf of major pension funds, endowments, foundation ...
-
Client Services Associate
1 week ago
Marchon Partners Boston, United StatesJob Title: Client Services Associate · Location: Hybrid, 3 days in Boston (Tues Thurs) · Duration: 6+ months · JOB PURPOSE: · The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist t ...
-
Client Communications Associate
1 week ago
Megalodon Management Boston, United StatesMegalodon Management is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. · We are looking for ...
-
Client Relations Associate
1 week ago
Alpha Ascension Inc. Boston, United StatesAt Alpha Ascension, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients w ...
-
Client Service Associate
1 week ago
CIBC Boston, United StatesWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Associate, Client Service
1 week ago
Fanning Personnel Boston, United StatesAssociate, Client Service & Marketing opening located at a wealth management firm in Boston · Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This s ...
-
Client Service Associate
1 week ago
Fanning Personnel Boston, United StatesPosition Summary · Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as fac ...
-
Client Service Associate
6 days ago
Partners Capital Boston, United StatesThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies ...
-
Client Service Associate
1 week ago
Acadian Asset Management Boston, United StatesAcadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of September 30, 2023, the firm managed approximately US$97 billion on behalf of major pension funds, endowments, foundation ...
-
Client Service Associate
1 week ago
CIBC LLC Boston, United StatesWere building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what t ...
-
Client Service Associate
1 week ago
Partners Capital Boston, United StatesThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies ...
-
Client Portfolio Associate
4 days ago
Franklin Templeton Boston, United StatesMartin Currie is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get expos ...
-
Client Solutions Associate
1 week ago
Harbourvest Boston, United StatesJob Description Summary · For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individua ...
-
Client Reporting Associate
1 week ago
Fanning Personnel Boston, United StatesResponsible for the production and distribution of recurring client and consultant reports for assigned accounts. · Demonstrated quantitative and analytical skills including knowledge of the investment industry as it relates to investment performance, characteristics and attribu ...
-
Client Communications Associate
2 days ago
Fanning Personnel Boston, United StatesBe responsible for writing responses to Requests for Proposals and Client Questionnaires. · Ensure prompt distribution of client reporting and consultant deliverables. · Need strong writing skills and some analytical experience. · Need strong writing skills and some analytical ...
Registered Wealth Management Client Associate - Boston, United States - Bank of America
Description
Registered Wealth Management Client Associate page is loadedRegistered Wealth Management Client Associate
Apply
locations
Boston
time type
Full time
posted on
Posted 3 Days Ago
job requisition id
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
We believe trust comesfrom transparency. Our trusted
advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Position Overview:
The
Wealth Management Registered Client Associate
role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor.
For established clients, the CA will often serve as the most frequent point of contact within Merrill.Specific responsibilities include, but are not limited to:
Work with highly affluent clients
Lead end-to-end onboarding and maintenance activities for new and existing clients.
Provide products and services to each client, working with cross line of business partners
Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
Act as a key team member leading our clients' digital experience with the firmCreate ease of access and interaction, while protecting their privacy and security
Find opportunities to innovate every day
Key Qualifications for the role:
Candidates are
required
to currently hold Series 7 & 66 or 63/65
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Product Knowledge:
Foundational knowledge of investment and banking products
Energetic individual that is self-motivated, coachable, and flexible in thought
Enjoys a fast-paced environment with changing and evolving responsibility
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs delivering complex solutions
Frequent communication, and an abundance of discretion with sensitive information
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Similar Jobs (1)
Registered Wealth Management Client Associate
locations
Boston
time type
Full time
posted on
Posted 3 Days Ago
Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.
Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.Regardless of the position you are interested in, the starting points to building your resume are the same:
Seven steps to a successful interview
