Client Associate


Company : Bank of America


Job Location : White Plains,NY, US


Posted on : 2021-06-11T23:21:14Z



Job Description :

Job Description: Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA. Required Skills
  • Minimum of 1+ years professional or relevant internship experience required
  • Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code
  • Knowledge of investment and banking products, policies & procedures
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills Desired Skills
  • Undergraduate Degree
Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).Job Band:H7Shift:1st shift (United States of America)Hours Per Week:37.5Weekly Schedule:Referral Bonus Amount:0 -->

Similar Jobs (0)

Client Associate Jobs 2020, Bank of America Jobs Near Me, Jobs in Bank of America Company, Client Associate Jobs Near Me, Jobs in White Plains,NY, CA. If you are looking for these jobs, click this button!



Disclaimer :This job is posted by the company : Bank Of America, and is aggregated from various online sources and displayed on this page. All the jobs displayed on Jobsraven.com, comes from Jobs2Careers, Indeed and their network through the API. We do no store any data from anyone. All the applicants will be guided to the original job posting and they will apply there itself. We are not taking any personal data such as resume, email or phone number from the applicants. Our motto is to provide jobs to as many people as we can.