Merrill Lynch Client Associate- Fort Collins - Merrill Lynch
The Client Associate (CA) role is a sales and service support position, typically providing dedicated operational, adminsitration 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.
Undergraduate degree preferred, Minimum of 1+ years business or relevant internship experience required, Series 7 & 63/65 or 66 registration preferred; if hired without licenses, candidate will need to acquire, with company sponsorship. Knowledge of finance, investment and banking products, policies & procedures is a plus, but not required.
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.
Please email Nancie Jacobson, VP, HR with your resume and instructions on application process. firstname.lastname@example.org