Search for Jobs

0 Results
No jobs match your search. Try a different search or browse these great jobs below.
Bank of America
Middletown, NY, United States
16 hours ago
Bank of America
Charlotte, NC, United States
16 hours ago
Bank of America
Richardson, TX, United States
16 hours ago
Bank of America
Latham, NY, United States
16 hours ago
Bank of America
Bedford, NH, United States
16 hours ago
Bank of America
San Rafael, CA, United States
16 hours ago
Bank of America
Gloucester City, NJ, United States
16 hours ago
Bank of America
Castro Valley, CA, United States
16 hours ago
Bank of America
Buffalo, NY, United States
16 hours ago
Bank of America
Philadelphia, PA, United States
16 hours ago
Bank of America
La Crescenta, CA, United States
16 hours ago
Bank of America
Medford, MA, United States
16 hours ago
Bank of America
Santa Monica, CA, United States
16 hours ago
Bank of America
Santa Barbara, CA, United States
16 hours ago
Bank of America
Northridge, CA, United States
16 hours ago
Bank of America
Tonawanda, NY, United States
16 hours ago
Bank of America
Londonderry, NH, United States
16 hours ago
Bank of America
Greenbrae, CA, United States
16 hours ago
Bank of America
Camarillo, CA, United States
16 hours ago
Bank of America
Los Angeles, CA, United States
16 hours ago
Bank of America
Upper Darby, PA, United States
16 hours ago
1 - 25 Results of 78886
Bank of America
Middletown, New York, United States
16 hours ago

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).

Shift:
1st shift (United States of America)

Hours Per Week:
19

Job Information

  • Job ID: 60044059
  • Location:
    Middletown, New York, United States
  • Position Title: Wealth Management Client Associate
  • Company Name: Bank of America
  • Job Function: Customer Service
  • Job Type: Part-Time
Jobs You May Like
Filters
Job Function
Industry
State