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Part Time Wealth Management Seasonal Client Associate (FP)

Company: Bank of America
Location: Reston
Posted on: November 22, 2021

Job Description:

Job Description:

Job 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. This is a great opportunity for a business or finance undergraduate candidate to learn the wealth management industry.

Required skills:

  • Strong client service & technical skills (MS Word & Excel).
  • Strong communication, time management and organizational skills are required.
    Preferred
    • Undergraduate degree candidate preferred with a focus in finance and or business.

      Paid Hours Per Week:

      19 Max


      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.

      Required
      • Strong client service & technical skills (MS Word & Excel).
      • Strong communication, time management and organizational skills are required.

        Preferred
        • Undergraduate degree preferred and/or financial or business major.
        • Knowledge of investment and banking products, policies & procedures

          *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.

          Job Band:
          H8

          Shift:
          1st shift (United States of America)

          Hours Per Week:
          18

          Weekly Schedule:

          Referral Bonus Amount:
          0
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Keywords: Bank of America, Reston , Part Time Wealth Management Seasonal Client Associate (FP), Executive , Reston, Virginia

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