Tuesday , May 21 2024

Merrill Lynch Jobs – Wealth Management Client Associate

Website Merrill Lynch

Job 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.

Job Requirements:

  • 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
  • Strong communication, time management and organizational skills
  • Knowledge of investment and banking products, policies & procedures
  • Undergraduate Degree
  • Minimum of 1+ years professional or relevant internship experience required
  • Strong client service & technical skills (MS Word & Excel)

Job Details:

Company: Merrill Lynch

Vacancy Type:  Full Time

Job Location: New York, NY, US

Application Deadline: N/A

Apply Here