Back to search results

Wealth Management Seasonal Client Associate

Denver, Colorado

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: 

37.5

Learn more about this role

Full time

JR-21012791

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Starting Colorado pay:

$ 20.00 hourly pay

Starting pay explanation

This is the starting pay, actual offers to be negotiated based on applicant’s skills, experience and education.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Hide

Street Address

Primary Location:
200 JOSEPHINE ST, CO, Denver, 80206