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 careersvite.com
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