Tuesday , May 21 2024

Merrill Lynch Employment – Client Associate

Website Merrill Lynch

Job Description:

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.

Job Responsibilities:

  • 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:

  • Strong client service & technical skills (MS Word & Excel)
  • Knowledge of investment and banking products, policies & procedures
  • 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 communication, time management and organizational skills

Qualification & Experience:

  • Undergraduate Degree
  • Minimum of 1+ years professional or relevant internship experience required

Job Details:

Company: Merrill Lynch

Vacancy Type:  Full Time

Job Functions: Sales

Job Location: Dallas, TX, US

Application Deadline: N/A

Apply Here