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.
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
Knowledge of investment and banking products, policies & procedures
Time Management
MS Excel
MS Word
MS PowerPoint
Record Keeping Skills
Customer services oriented
Verbal communication
written communication
Adaptability
Detail Oriented and Organized
Result Driven
Multi-tasker
According to JobzMall, the average salary range for a Client Associate in 6311 Atrium Dr, Bradenton, FL 34202, USA is between $34,000 and $40,000. This salary range is based on the average salaries of employees who work in this area and are within a similar job role.
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Merrill, previously Merrill Lynch, is an American investing and wealth management division under the auspices of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and security dealings.
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