Bank of America Careers | Client Associate - Part-time, Short Hills, NJ
Job Description
Seasonal Client Associate
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.
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.
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: Part-time
Job Location: Short Hills, New Jersey, United States
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