Private Wealth Client Associate

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.

Position Description:

Is a key support partner to a team of financial advisors with primary responsibilities of assisting with all administrative functions related to client service including answering client calls and routing to appropriate team members, receiving clients when they enter the office, and coordinating logistics for events and meetings (for both clients and internal team). Be responsible for sending wires for clients as required

Performs administrative duties which include managing travel and expenses for team members, and creating documents for internal team and client use.. May manage a number of different and often competing priorities, projects, or activities at one time. Communicates with team members to gather or convey relevant information. May be involved in high-level client contact and exposure to sensitive information and must use considerable tact, diplomacy and judgment.

Required Skills:

• Strong written and verbal communication skills

• Polished and professional in person, phone and email communications

• Ability to handle highly sensitive, confidential and non-routine information with the highest degree of integrity

• Advanced PC skills with knowledge of Microsoft Word, Excel, & PowerPoint applications

• Concur or similar experience processing travel and expenses

• Strong collaboration skills and the ability to follow well defined procedures and practices

• Significant time management, organization, multi-tasking and prioritization skills

Desired Skills

• Undergraduate Degree

General 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.

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).

Note to internal employees: This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire. 

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5