Monday , May 27 2024

Merrill Lynch Internship – Registered 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:

  • Minimum of 1+ years professional or relevant internship experience required
  • If Series 7 & 66 or 63/65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code
  • Strong client service & technical skills (MS Word & Excel)
  • Knowledge of investment and banking products, policies & procedures
  • Undergraduate Degree
  • Strong communication, time management and organizational skills

Job Details:

Company: Merrill Lynch

Vacancy Type:  Full Time

Job Location: Philadelphia, PA, US

Application Deadline: N/A

Apply Here

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