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Wealth Management Client Associate - Part time

Dallas, Texas

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 support position, typically providing dedicated operational and administrative support to one Financial Advisor (FA). The CA supports the FA’s retirement plan practice, not private wealth management. The duties are more consultative in nature as the CA guides retirement plan clients through their areas of responsibilities which include but are not limited to plan administration, audits, conversions, employee communications, payroll issues, compliance and vendor partner management. 

Required Skills

  • Extensive employee benefits background preferably in a corporate capacity working directly with employees, third party vendors and employer’s leadership team. 

  • Knowledge of retirement plan regulatory and compliance requirements with strong understanding of ERISA.

  • Vendor management experience building and maintaining partnerships to administer employee plans with Affiliate Partners.

  • Strong client service & technical skills (MS Word & Excel & Power Point).  Ability to quickly learn mechanics of different Affiliate Partner Plan Sponsor and Participant support websites.

  • Strong communication (written and verbal), time management, and organizational skills.

  • Minimum of 1+ years professional or relevant internship experience required

Desired Skills

  • Undergraduate Degree

  • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking with minimal supervision and is a self-starter.

  • The candidate should respond well to changing and evolving job duties and expectations.

  • Strong technological skills are desired.

  • Ability to assist with prospecting via channels such as auditors and ERISA counsel to stimulate new business possibilities. 

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).

General Job 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. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.

  • Fully registered CA (Series 7 & 66 (63/65)) preferred, 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

  • Knowledge of investment and banking products, policies & procedures

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

19

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.

Description

The Client Associate (CA) role is a support position, typically providing dedicated operational and administrative support to one Financial Advisor (FA). The CA supports the FA’s retirement plan practice, not private wealth management. The duties are more consultative in nature as the CA guides retirement plan clients through their areas of responsibilities which include but are not limited to plan administration, audits, conversions, employee communications, payroll issues, compliance and vendor partner management. 

Required Skills

  • Extensive employee benefits background preferably in a corporate capacity working directly with employees, third party vendors and employer’s leadership team. 

  • Knowledge of retirement plan regulatory and compliance requirements with strong understanding of ERISA.

  • Vendor management experience building and maintaining partnerships to administer employee plans with Affiliate Partners.

  • Strong client service & technical skills (MS Word & Excel & Power Point).  Ability to quickly learn mechanics of different Affiliate Partner Plan Sponsor and Participant support websites.

  • Strong communication (written and verbal), time management, and organizational skills.

  • Minimum of 1+ years professional or relevant internship experience required

Desired Skills

  • Undergraduate Degree

  • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking with minimal supervision and is a self-starter.

  • The candidate should respond well to changing and evolving job duties and expectations.

  • Strong technological skills are desired.

  • Ability to assist with prospecting via channels such as auditors and ERISA counsel to stimulate new business possibilities. 

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).

General Job 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. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.

  • Fully registered CA (Series 7 & 66 (63/65)) preferred, 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

  • Knowledge of investment and banking products, policies & procedures

Shift:

1st shift (United States of America)

Hours Per Week: 

19

Learn more about this role

Part time

JR-21068233

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Elizabeth Schaefer

Referral Bonus:

0

Street Address

Primary Location:
5910 N CENTRAL EXPY, TX, Dallas, 75206