NewBrunswickRecruiter Since 2001
the smart solution for New Brunswick jobs

Client Associate

Company: Bank of America
Location: White Plains
Posted on: November 15, 2019

Job Description:

Job Description: Business Overview 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. Description 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, 63, 65, & 66). Fully paid or partially paid by the FA. Qualifications Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations Knowledge of investment and banking products, policies & procedures is required Strong client service & technical skills (MS Word & Excel) Strong communication, time management and organizational skills are required Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United States of America) Hours Per Week: 37.5

Keywords: Bank of America, New Brunswick , Client Associate, Other , White Plains, New Jersey

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Retail: Part Time Project Merchandiser
Description: Retail Project Merchandising Part Time The foundation of retail is built with strong displays for consumers to easily spot the brand names and quality products they love. Help increase sales of premium (more...)
Company: Advantage Solutions
Location: Hicksville
Posted on: 12/14/2019

Sales Rep
Description: Job Description:What does a career need to offer you Financial growth Personal satisfaction Opportunity to advance You'll find all that and more as a New York Life Financial Professional. At New York (more...)
Company: New York Life
Location: Levittown
Posted on: 12/14/2019

Security Officer
Description: SECURITY OFFICER br br Req : 6630 br Category: Security br Status: Part-Time
Company: RWJBarnabas Health
Location: New Brunswick
Posted on: 12/14/2019


Uber Eats Delivery - Hicksville (Use Car, Bike or Scooter)
Description: Earn Extra Money Delivering for Uber Eats br Delivery-Partner available in Hicksville Area br Earn on Your Own Schedule br Use your Car, Bike or Scooter br Sign up to start the process of delivering (more...)
Company: Uber Eats
Location: Hicksville
Posted on: 12/14/2019

We Train Part Time Project Merchandisers
Description: Retail Project Merchandising Part Time The foundation of retail is built with strong displays for consumers to easily spot the brand names and quality products they love. Help increase sales of premium (more...)
Company: Advantage Solutions
Location: Hicksville
Posted on: 12/14/2019

Transcriber - Law Enforcement/Criminal Audios (Remote)
Description: Net Transcripts is looking for many vendors / independent contractors who have experience transcribing audio content of criminal investigations, court proceedings, law enforcement interviews, jail calls, (more...)
Company: Net Transcripts
Location: New Brunswick
Posted on: 12/14/2019

Retail Sales Associate
Description: If you are looking for a way to turn your ambition and people-centric personality into unlimited earnings and set a foundation for a remarkable career path, iMobile is the place for you Our sales team (more...)
Company: Sprint by iMobile
Location: Levittown
Posted on: 12/14/2019

Sanitation Specialist (3rd Shift)
Description: Imagine what you can do at Land O 39 Lakes. Our growth relies on extraordinary talent and boundless thinkers who are always looking for a better way and believe anything is possible. Like you, innovation (more...)
Company: Land O'Lakes, Inc.
Location: Hicksville
Posted on: 12/14/2019

Records Specialist
Description: Position InformationOverviewRutgers School of Health Professions SHP offers a wide variety of educational programs ranging from collaborative programs with secondary schools to graduate programs in (more...)
Company: Rutgers University
Location: New Brunswick
Posted on: 12/14/2019

Bid On Local Siding Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: White Plains
Posted on: 12/14/2019

Log In or Create An Account

Get the latest New Jersey jobs by following @recnetNJ on Twitter!

New Brunswick RSS job feeds