Client Associate - Resident Director Assistant

    Bank of America Corporation
    Southlake, TX
    Full-time
    Similar jobs pay $18.59 - $60.09

    Job Description

    Job Description:

    Description

    A dual role as a Resident Director's Client Associate (CA) and an Administrative Assistant. 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.

    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)). Fully paid or partially paid by the FA.

    Required Skills
    • Minimum of 1+ years professional or relevant internship experience required
    • If Series 7 & 66 or 63/65 licenses are not currently held, must be obtained 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
    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
    Posting ID: 556732477Posted: 2020-05-29