Client Associate at Bank of America
Posted in Customer Service 18 days ago.
Type: Full time
Location: Menlo Park, California
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.
The Zanolli Group is looking to add a Client Associate to their growing team. Currently the team consists of Steve Zanolli, a 27 year veteran Financial Advisor of Merrill Lynch, Jolon Staubli LOS 6 and Alex Kahn, LOS 5. The associates are led by Michele Thomas, a Senior Registered Client Associate with 18 years of experience. This is an entry to mid- level position for someone that is excited to learn and grow within a team environment. They are looking for a candidate who is friendly, resourceful, willing to learn, interested in the financial industry and has an overall great attitude. Undergraduate degree preferred, along with 1 years professional or relevant internship experience. If hired without Series 7 and Series 66 licenses, you will be required to obtain registrations. Strong client service & technical skills (MS Outlook, Word & Excel), strong communication, time management and organizational skills are required. Strong possibility for supplemental compensation.
Undergraduate degree preferred, Minimum of 1 years professional or relevant internship experience required, Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations . Knowledge of investment and banking products, policies & procedures is required, Strong client service & technical skills (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).
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.
1st shift (United States of America)
Hours Per Week: