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Wealth Management Client Associate

San Francisco, California

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 45+ person team of experienced professionals, focused on servicing the trading, custody, and in-kind distribution needs of the Private Equity and Venture Capital community. The team operates in a fast paced environment, across 6 offices nationwide. We are seeking a Client Associate with 1+ years of professional experience, a great attitude, high energy, and the ability to work successfully as part of a thriving team.

Required Skills:

· Undergraduate degree preferred

· Minimum of 1+ years professional or relevant internship experience

· Strong communication (both written and verbal), time management, and organizational skills required

· Ability to multi-task and prioritize

· Experience with Excel/Word/Outlook/SalesForce/PowerPoint, with an emphasis on Excel

· Strong follow-up skills

· Comfortable with basic mathematics

· Positive and professional attitude

· High level of integrity/honesty

· Willingness and interest to work in a tight-knit group - a team player

· Strong sense of ownership/responsibility

· Knowledge of investment and banking products, policies & procedures is preferred

* Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code.

Desired Skills:

* Undergraduate Degree Preferred

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.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

37.5

Weekly Schedule:

Referral Bonus Amount:

0

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 45+ person team of experienced professionals, focused on servicing the trading, custody, and in-kind distribution needs of the Private Equity and Venture Capital community. The team operates in a fast paced environment, across 6 offices nationwide. We are seeking a Client Associate with 1+ years of professional experience, a great attitude, high energy, and the ability to work successfully as part of a thriving team.

Required Skills:

· Undergraduate degree preferred

· Minimum of 1+ years professional or relevant internship experience

· Strong communication (both written and verbal), time management, and organizational skills required

· Ability to multi-task and prioritize

· Experience with Excel/Word/Outlook/SalesForce/PowerPoint, with an emphasis on Excel

· Strong follow-up skills

· Comfortable with basic mathematics

· Positive and professional attitude

· High level of integrity/honesty

· Willingness and interest to work in a tight-knit group - a team player

· Strong sense of ownership/responsibility

· Knowledge of investment and banking products, policies & procedures is preferred

* Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code.

Desired Skills:

* Undergraduate Degree Preferred

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-21020495

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
555 California St, CA, San Francisco, 94104