SantarosaRecruiter Since 2001
the smart solution for Santa Rosa jobs

Client Associate

Company: Bank of America
Location: Santa Rosa
Posted on: December 6, 2019

Job 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. Qualifications ? 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). Shift: 1st shift (United States of America) Hours Per Week: 37.5

Keywords: Bank of America, Santa Rosa , Client Associate, Other , Santa Rosa, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Get paid to grocery shop. Hit milestones along the way.
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: San Rafael
Posted on: 12/7/2019

Medication Assistant / Med Tech - San Rafael
Description: Req ID 2018-1298 br Job Category Clinical Services br Shift Day, Evening, On-Call br Who We Are br br AlmaVia of San Rafael br br Do you enjoy working with seniors Do you want to work in (more...)
Company: Elder Care Alliance
Location: San Rafael
Posted on: 12/7/2019

Shop for Shipt, Keep 100% of Tips, 100% of the Time
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: San Rafael
Posted on: 12/7/2019


Amazon Warehouse Attendant - 7:00 AM-5:30 PM Weekend
Description: Warehouse Team Member Seasonal, Part-Time, Flexible Hours br br Shifts: br Over-night, Early Morning, Day, Evening, Weekend br br SUN/MON/TUE 07:00 AM-03:00PM br SUN/MON/TUE 8:00PM-04:00AM (more...)
Company: Amazon
Location: San Rafael
Posted on: 12/7/2019

Shipt Shopper
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: San Rafael
Posted on: 12/7/2019

Shop for Shipt - connect with your local community
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: San Rafael
Posted on: 12/7/2019

Agadez Airbase, Niger - Military Family Life Counselor MFLC
Description: Agadez Airbase, Niger - Military Family Life Counselor MFLC USA-California-San Rafael Position Purpose: This description should be used exclusively with the SPA Salary Structure. The Counselor is a licensed (more...)
Company: Cenpatico
Location: San Rafael
Posted on: 12/7/2019

Shop for others - earn great pay on a custom schedule
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: San Rafael
Posted on: 12/7/2019

Choose your own schedule - earn pay plus tips
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: San Rafael
Posted on: 12/7/2019

CDL-A or B Local Truck Driver - Dedicated Home Daily
Description: CDL-A or B Local Truck Driver - Dedicated Home Daily Your Miles Take You Further On Local Runs With Hub Group At Hub Group, we believe in employing the best drivers on the road, and we do so
Company: Hub Group Trucking
Location: San Rafael
Posted on: 12/7/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Santa Rosa RSS job feeds