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Job Client Associate - Private Wealth California San Francisco, CA

Client Associate - Private Wealth

Skills:San Francisco, CA   $60,000$75,000 / yr    |  Location:California  ,  United States Of America

Views:63     Premium Listing


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).
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.
Current or prior Merrill Lynch experience preferred but not 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.

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