Bank of America Careers | Client Associate, Tallahassee, Florida
Job Description
Client Associate
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.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Job Requirements
Minimum of 1+ year’s professional or relevant internship experience.
If Series 7 and 66 licenses or Series 7, 63 and 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.
Undergraduate degree
Desired Skills
Job Details
Company Name: Bank of America
Employment Type: Full-time
Job Location: Tallahassee, Florida, United States
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