14 days old
2018-06-052018-07-05

Client Associate

Bank of America
Pittsburgh, PA
  • Job Code
    bankofamerica-18016547PittsburghPA
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Company Bank of America

Job Title Client Associate

Jobid bankofamerica-18016547PittsburghPA

Location: Pittsburgh, PA, 15222, USA

Description **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 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.



Financial advisory team is seeking a new member with the ability to deliver all aspects of client service including marketing and public relations duties and to deliver concierge services to our clients. In addition to operational duties, the position entails developing and maintaining a schedule of client appointments, gathering client information verbally, by mail and electronic communication. The candidate must have superior writing skills to prepare letters, proposals, charts, labels, and other documents using various software packages. The candidate will have responsibility for marketing and public relations services such as helping to grow and retain clients, building the team brand, and organizing and planning client meetings and seminars. The candidate should have excellent interpersonal skills, telephone presence, and computer skills including Word, Excel and PowerPoint. They must have a creative, driven, and outgoing personality with the ability to multi task and prioritize multiple assignments and deadlines and enjoy working in a collaborative environment. The candidate must be a superior communicator with an understanding of exceptional customer service.



Qualifications



+ Undergraduate degree 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.



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** : 03/23/2018



**Location** :

Pittsburgh, PA, USX TOWER, 600 GRANT ST,

- 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.



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Client Associate

Bank of America
Pittsburgh, PA

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Bank of America
Pittsburgh, PA

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