Client Engagement Associate

Act as a subject matter expert by facilitating communication and training for Service Professionals and share best practices as it relates to Cash Management Deliver education and training to the field and identify opportunities for improvement in their market. Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled training opportunities Cultivate and enhance new and existing client relationships through active communication with clients, managing client requests and resolving inquiries Develop and implement innovative cash management solutions supporting the needs of the client. Set up CashPlus/Cash Management/AAA accounts and oversee the onboarding process Identify and distribute marketing material for digital and social media platforms to support the team's marketing strategy. Collaborate with various teams (Financial Advisor(s), Market Sales, Banking, Risk, Regional Cash Management Specialists, Regional Relationship Coordinator, Private Bankers, and Service Associates) to develop and execute business plans related to banking solutions. Ensure smooth execution of cash management operations, including client engagement, onboarding, money movement, and approvals. Proactively collaborate with local management on additional market assignments to meet the needs of the business. 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Knowledge of cash management services products such as credit/debit cards, online bill pay, funds transfers, direct deposits, mobile banking and other treasury management solutions Strong relationship building capabilities with Field / Branch Management, Financial Advisors, Service Professionals, Clients, Product Specialists, and matrix partners. Ability to educate on the product suite and how to incorporate into the business planning process. Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven 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. 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. Expected base pay rates for the role will be between $105,000 - $130,000 per year at the commencement of employment. 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.