Seasonal Client Associate - Bank of America - Westlake Village, CA

Seasonal Client Associate - Bank of America - Westlake Village, CA
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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. Seasonal support for peak periods, which typically last 3-6 months.

Qualifications/Required Skills:

•Proficiency with Microsoft Word, Excel and PowerPoint Excellent Communication skills.

Advanced administrative and analytical skills. Thorough knowledge of variety of software programs. Extremely strong organizational skills as well as outstanding time management skills. Communications, ability to manage phone calls, skills. Expert level knowledge and use of Microsoft programs (Excel, Power Point, Word). Ability to prioritize, multi-task, take initiative, and work with limited supervision Strong administrative, organizational, interpersonal skills, and attention to detail Knowledge of investment and banking products, policies & procedures is 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:

20

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