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Wealth Management Seasonal Client Associate

Bank of America Corporation

This is a Full-time position in Fort Collins, CO posted July 19, 2021.

Job Description:
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
Qualifications
* Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required.
* Knowledge of investment and banking products, policies & procedures desired.
* Strong client service & technical skills (MS Word & Excel).
* Strong communication, time management and organizational skills are required.
Please be advised that Merrill Lynch does not offer sponsorship for visa petitions or other work authorization, nor will the company provide relocation assistance, for this position
Shift:
1st shift (United States of America)
Hours Per Week:
19
Learn more about this role