11 hours

Client Associate - New York

Bank of America
New York, NY
  • Job Code
Company Bank of America

Job Title Client Associate - New York

Jobid bankofamerica-17069108NewYorkNY

Location: New York, NY, 10176, USA

Description **Job Description:**

Client Associate in the Merrill Lynch Private Banking and Investment Group in New York City. The position is with a team of 6 professionals who have worked together for over 20 years and are currently managing over $2 billion in assets. The client associate would serve as the main point of contact for clients and be responsible for account maintenance, which requires both good organizational and communication skills. In addition the associate will assist in the production and delivery of client performance reports and also assist the team in business development. 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. Fully registered CA (Series 7, 63, 65, & 66)

Team Background:

With over three decades of experience, The Ryan Group, based in New York City, is one of a select number of advisor teams that comprise Bank of America Merrill Lynch Global Institutional Consulting and the Private Banking & Investments Group. We have a long history advising a broad range of institutions including not for profit organizations, hospital and healthcare systems, faith based organizations, private foundations, cultural institutions and associations. We also provide consulting and investment services to select families whose exceptional wealth demands institutional-quality investment and wealth management.


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. 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).

**Posting Date** : 10/10/2017

**Location** :

New York, NY, 225 LIBERTY ST (NY3002),

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 37.5

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Client Associate - New York

Bank of America
New York, NY

Share this job

Client Associate - New York

Bank of America
New York, NY

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast