Client Associate - Merrill Lynch

The Client Associate (CA) role is a client support position, typically providing dedicated operational and client 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.  The position will require a Series 7, & 66. If hired without licenses, candidate will need to acquire, with company sponsorship.

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses.

Requirements: 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, candidate will need to acquire. Knowledge of investment and banking products, policies & procedures is preferred. Strong client service & technical skills (MS Word & Excel).  Strong communication, time management and organizational skills are required.  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.

Apply directly at the Bank of America/Merrill Lynch career website by following the following link:–ft-collins-Colorado


Email: [email protected]