Merrill Lynch Job Openings – Client Associate

Website Merrill Lynch

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

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).
  • 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.
  • Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA’s.

Job Requirements:

  • 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
  • Knowledge of investment and banking products, policies & procedures
  • 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: Fort Lauderdale, Florida, US

Application Deadline: N/A

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