Back to search results

Seasonal Client Associate

New York, New York

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.

Venture Services Group (VSG) is a 35 person team of experience professionals led by three Managing Directors, focused on servicing the brokerage and trading needs of the Private Equity and Venture Capital community throughout the U.S., Europe and Asia. The team provides custody and in-kind distribution services to 400+ Funds, and operates in a fast paced environment. We are seeking a client associate with 1+ years of professional experience and a good attitude to add to our team.

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.

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

Learn more about this role

Full time

JR-20008958

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
114 W 47TH ST, NY, New York, 10036