Bank of America Careers | Private Wealth Client Associate Job, Miami, FL
Job Description
Private Wealth Client Associate
The Wealth Management 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 Wealth Management 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
Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired.
Desired Skills
Job Details
Company Name: Bank of America
Employment Type: Full-time
Job Location: Miami, Florida, United States
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