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Wealth Management Seasonal Client Associate

Wayzata, Minnesota

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 Wealth Management 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.

* Excellent Phone Skills

* Knowledge of investment and banking products, policies & procedures

Duties/Responsibilities

* Outbound calling which include (one or both of the following):
* Inviting prospective clients to webinars hosted by the team 
* Setting up appointments for the team with prospective clients

* Other team support as needed

**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-21023665

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
315 LAKE ST E, MN, Wayzata, 55391