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Wealth Management Client Associate

Phoenix, Arizona

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 40+ person team of experienced professionals, led by three Managing Directors, focused on servicing the needs of the Private Equity and Venture Capital community. The team provides custody and in-kind distribution services to 400+ Funds, and operates in a fast paced environment in 6 offices nationwide. We are seeking a client associate with 1+ years of professional experience and a good attitude to add to our client service team in Phoenix, AZ


This Venture Services Group Client Associate (CA) role is an operations support position, providing dedicated operational support to a 40+ person team. Incumbents will support office initiatives, primarily in the onboarding and maintenance of client accounts. The position is a full-time opportunity.


Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required. 

Strong client service & technical skills (MS Word & Excel)

Strong communication, time management and organizational skills are required

Ability to prioritize work and meet timelines

Strong ability to lead major projects, programs or processes involving cross-functional teams

Ability to build and implement or socialize the best practices at all levels

Ability to utilize sound business judgment and tailors approach to drive optimal business outcomes

Proven ability to manage multiple, differentiated tasks simultaneously

Ability to work independently within a team structure with little supervision; self-motivated and results-driven

Complete ad hoc projects for team

Ability to multi-task in a fast paced environment

Strong Follow Up Skills

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). If Series 7 & 66 or 63/65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code

Standard Job Description: The role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7 & 66 (63/65)).


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
2555 E CAMELBACK RD, AZ, Phoenix, 85016