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 Part-Time Client Associate

Details
Country: USA
Location: Florida-Gainesville/Jacksonville/Ocala Jacksonville, FL
Total applied: 14
Part-Time Client Associate

Department Description: Global Private Client  Global Private Client (GPC) provides advice-based wealth management services and products to individual clients and to small and mid-size businesses.  GPC serves its clients through a network of more than 16,000 financial advisors in nearly 700 offices around the world and the one-to-one relationships they develop with their clients.  Brief Description: This is a PART-TIME opportunity.The Client Associate role is a sales support position, typically providing dedicated administrative and sales support to multiple Financial Advisors. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular Financial Advisors. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill Lynch. Job Responsibilities: Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by email Resolving client inquiries and complaints and determining which issues require immediate elevation to the Financial Advisor or a member of the branch management team Account administration & maintenance Having such frequent contact makes the Client Associate a key contributor to client satisfaction and client retention, both of which are essential to growth in revenue and profitability. In addition, to the extent that the Client Associate can handle most routine matters, the time of the Financial Advisor can be better focused on asset-gathering and revenue generating opportunities.Qualifications:Undergraduate degree or equivalent experience 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 Prior knowledge of financial products, policies & procedures is highly preferred Strong client service & technical skills (MS Word & Excel) Strong communication, time management and organizational skills are requiredMerrill Lynch is an Equal Opportunity EmployerThe Firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. Please register and apply using this link : Merrill Lynch Careers Company Description: Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, with offices in 38 countries and territories and total client assets of almost $2.0 trillion.Merrill Lynch offers a broad range of services to private clients, small businesses, and institutions and corporations, organizing its activities into two interrelated business segments - Global Markets & Investment Banking and Global Wealth Management, which is comprised of Global Private Client and Global Investment Management. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide.Merrill Lynch owns approximately half of BlackRock, one of the world's largest publicly traded investment management companies, with more than $1 trillion in assets under management.We're growing our business by helping clients grow theirs.Our client relationships are among our greatest competitive assets. We deepen and enrich these relationships through disciplined growth, innovation, and seamless execution.

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