Part Time Client Associate- (15-19 hours) PROVIDENCE at Bank of America
Posted in Customer Service 30+ days ago.
Type: Part time
Location: Providence, Rhode Island
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world.
Merrill Lynch Wealth Management specializes 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 a financial advisor committed to their needs - an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America.
The Client Associate (CA) role is a support position, typically providing operational and office support to a Financial Advisor (FA). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. The CA will often serve as a point of contact with Merrill Lynch customers.
Minimum of 1 years business experience required. 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).
1st shift (United States of America)
Hours Per Week: