Client Associate Part-Time

Bank of America in Ithaca, NY

  • Industry: Accounting - Accounting Management
  • Type: Part Time
  • Compensation: $97,815.00 - 178,020.00 / Year*
Job Description:

Client 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.

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, 63, 65, & 66). Fully paid or partially paid by the FA.

Qualifications
  • Undergraduate degree preferred,
  • Minimum of 1+ years professional or relevant internship experience required
  • Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations
  • Knowledge of investment and banking products, policies & procedures is required
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills are required
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).

Shift:

1st shift (United States of America)

Hours Per Week:

19.5

Learn more about this role


* Estimated salary


You may be interested in these similar jobs near Ithaca, NY!

Mortgage Originator Associate
Elmira Savings Bank

Mortgage Originator AssociateElmira Savings Bank is seeking a Mortgage Originator Associate to support our Mortgage Originations team in the Ithaca, …

Read More
Universal Banker
Elmira Savings Bank

Universal Bankers are positive, sales-minded, self-motivated individuals ready to provide remarkable customer service in our Big Flats branch!Essenti…

Read More
Insurance and Financial Sales - LIFE INSURANCE LICENSED REQ'D (Elmira)
The Alliance

***CURRENT LIFE INSURANCE LICENSE REQUIRED TO BE CONSIDERED***Are you an individual with a strong desire to succeed in the business world and help fa…

Read More
Universal Banker
The Elmira Savings Bank

Do you want to love your job? Come work with us!Elmira Savings Bank; originally founded in 1869 is celebrating 150 years of serving customers and bus…

Read More