Wealth Management Seasonal Client Associate
Company: Merrill
Location: Bellevue
Posted on: April 10, 2021
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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. 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. * Knowledge of investment and
banking products, policies & procedures. *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
Keywords: Merrill, Bellevue , Wealth Management Seasonal Client Associate, Executive , Bellevue, Washington
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