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. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.
Minimum of 1+ years professional or relevant internship experience required
Knowledge of investment and banking products, policies & procedures
If Series 7 & 66 or 63/65 licenses are not currently held, must be obtained within a specified timeframe
Time Management
MS Excel
MS Word
Customer Service skills
Record Keeping Skills
Verbal communication
written communication
Attention to detail
Multitasking Skills
Adaptability
According to JobzMall, the average salary range for a Client Associate in 3440 Bell St, Amarillo, TX 79109, USA is between $34,000 and $46,000. This range is based on salaries reported by employers for this job title in the area. Salaries can vary widely depending on experience, education, and other factors.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.
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