Wealth Management Client Associate

Company: Merrill Lynch
Location: Santa Monica
Posted on: November 22, 2021

Job Description:

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 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).-- For this particular position, candidates will initially focus on the onboarding of new Financial Advisors and their clients in order to help transition their book of business to Merrill Lynch.-- This will involve high volume in new account opening and account transfers to ensure a smooth porting of client accounts.-- Client Associates will also work closely with other teams to assist in traditional business support.---- Required Skills * Minimum of 1+ years professional or relevant internship experience required* Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code* Knowledge of investment and banking products, policies & procedures* Strong client service & technical skills (MS Word & Excel)* Strong communication, time management and organizational skills Desired Skills * Undergraduate Degree 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.-- 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).Job Band:H7Shift:--1st shift (United States of America)Hours Per Week:37.5Weekly Schedule:Referral Bonus Amount:2500 --> 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 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).-- For this particular position, candidates will initially focus on the onboarding of new Financial Advisors and their clients in order to help transition their book of business to Merrill Lynch.-- This will involve high volume in new account opening and account transfers to ensure a smooth porting of client accounts.-- Client Associates will also work closely with other teams to assist in traditional business support.---- Required Skills * Minimum of 1+ years professional or relevant internship experience required* Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code* Knowledge of investment and banking products, policies & procedures* Strong client service & technical skills (MS Word & Excel)* Strong communication, time management and organizational skills Desired Skills * Undergraduate Degree 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.-- 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).Job Band:H7Shift:--1st shift (United States of America)Hours Per Week:37.5Weekly Schedule:Referral Bonus Amount:2500 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 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).-- For this particular position, candidates will initially focus on the onboarding of new Financial Advisors and their clients in order to help transition their book of business to Merrill Lynch.-- This will involve high volume in new account opening and account transfers to ensure a smooth porting of client accounts.-- Client Associates will also work closely with other teams to assist in traditional business support.---- Required Skills * Minimum of 1+ years professional or relevant internship experience required* Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code* Knowledge of investment and banking products, policies & procedures* Strong client service & technical skills (MS Word & Excel)* Strong communication, time management and organizational skills Desired Skills * Undergraduate Degree 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.-- 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:--37.5

Keywords: Merrill Lynch, Santa Monica , Wealth Management Client Associate, Executive , Santa Monica, California