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Wealth Management Seasonal Client Associate - Part Time

Company: Bank of America Corporation
Location: Houston
Posted on: November 27, 2022

Job Description:

Job Description:



Business Overview



Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.



At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.



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. Seasonal support for peak periods, which typically last 3-6 months. This is a part time position scheduled for 15 hours/week.



Activities include satisfying compliance and supervision requirements for digital online presence, cold-calling, and event/seminars.



Required



* Strong client service & technical skills (MS Word & Excel).

* Strong communication, time management and organizational skills are required.



Preferred



* Undergraduate degree preferred and/or financial or business major.

* Knowledge of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products



Please be advised that under current company policy, Merrill does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.



Shift:



1st shift (United States of America)



Hours Per Week:



15

Keywords: Bank of America Corporation, Houston , Wealth Management Seasonal Client Associate - Part Time, Executive , Houston, Texas

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