Bank of America Jobs | Client Associate (No Experience Required), Chicago, Illinois
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. Seasonal support for peak periods, which typically last 3-6 months.
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.
For this opportunity, we are looking for a new/recent College graduate who is interested in wealth management and potentially building a rewarding career in this field.
No working experience or internship required.
Series 7 and 66 or 63/65 is not required; however, it will be required after employment.
Knowledge of investment products will be developed after employed.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Job Requirements
Strong client service & technical skills (MS Word & Excel).
Strong communication, time management and organizational skills are required.
Undergraduate degree preferred and/or financial or business major.
Knowledge of investment and banking products, policies & procedures
Preferred Qualifications
Job Details
Company Name: Bank of America
Employment Type: Full-time
Job Location: Chicago, Illinois, United States
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