Client Associate at Bank of America in St. Paul, MN

๐Ÿ“Œ St. Paul ๐Ÿท๏ธ Other ๐Ÿ•‘ 2021-05-14
View Application

You will be redirected to Bank of America's preferred application process.

Wealth Management Seasonal 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.

Description

The Wealth Management 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. Seasonal support for peak periods, which typically last 3-6 months. Required
* Strong client service & technical skills (MS Word & Excel).
* Strong communication, time management and organizational skills are required. Preferred
* Undergraduate degree preferred and/or financial or business major.
* Excellent Phone

Skills

* Knowledge of investment and banking products, policies & procedures.
Duties/Responsibilities
* Outbound calling which include (one or both of the following):
* Inviting prospective clients to webinars hosted by the team
* Setting up appointments for the team with prospective clients
* Other team support as needed 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. Shift:1st shift (United States of America)Hours Per Week: 37.5

View Application

You will be redirected to Bank of America's preferred application process.

You will be redirected to Bank of America's preferred application process.

More ICYMI Jobs

Wells Fargo ๐Ÿ“Œ Minnetonka, Minnesota ๐Ÿ•‘ 2021-05-14 18:08:00

Client Associate

Apply

U.S. Bank ๐Ÿ“Œ Woodbury, Minnesota ๐Ÿ•‘ 2021-05-14 13:17:06

Wealth Manager

Apply

U.S. Bank ๐Ÿ“Œ St. Anthony, Minnesota ๐Ÿ•‘ 2021-05-14 17:53:50

Wealth Manager

Apply

Bank of ๐Ÿ“Œ St. Paul, Minnesota ๐Ÿ•‘ 2021-05-14 17:03:59

Wealth Manager

Apply

Bank of ๐Ÿ“Œ Wayzata, Minnesota ๐Ÿ•‘ 2021-05-14 22:50:48

Wealth Manager

Apply

Uh oh! Something went wrong. Please try again.
We were unable to find any more job. Have you tried changing your search keywords?