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Client Associate (FP) - CARMEL, CA - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Carmel, California |
About this job
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 or partially paid by the FA.
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, candidate will need to acquire
Knowledge of investment and banking products, policies & procedures are 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.
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, candidate will need to acquire
Knowledge of investment and banking products, policies & procedures are 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.
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