Client Associate

Merrill Lynch
Job Description

Merrill Lynch of Swansea is hiring a full time (37.5 hours per week) Client Associate (CA).

The 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, 63, 65, & 66). Fully paid or partially paid by the FA.

This position is a combination role of Client Associate, Cashiering Operations, and Branch Technology Support.

· Undergraduate degree preferred,
· Minimum of 1+ years professional or relevant internship experience required
· Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations
· Knowledge of investment and banking products, policies & procedures is required
· Strong client service & technical skills (MS Word & Excel)
· Strong communication, time management and organizational skills are required

Job #: 18065259
Interested parties may apply at or call 233-6552 for more information.

Contact Information