Bank of America Careers | Wealth Management Client Associate - PT Job, East Brunswick

Bank of America

Job Description

Wealth Management 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.

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.　

Preferred Qualifications

• Undergraduate degree preferred and/or financial or business major.

• Knowledge of investment and banking products, policies & procedures

Job Details

Company Name: Bank of America

Employment Type: Part-time

Job Location: East Brunswick, New Jersey, United States

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