Bank of America Part Time Client Associate in Franklin, Tennessee
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.
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.
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.
Client Relationship Manager - Job Description
Schedule client / prospect meetings
Organize materials for client / prospect meetings. CRC, Wealth Outlook, etc.
Attend client / prospect meetings with FA. Take notes, enter notes in salesforce
Send summary email to client with items discussed and any action items
Track follow up items until completion
Organize client / prospect events. Dinners, lunches, golf, concerts, etc.
Enter data to prepare Wealth Outlook for clients / prospects
Track client communication process. Call and meeting list to FA
Make routine check in calls to clients
Keep team website, LinkedIn, E-communications center updated and pro-actively use them
Create total client profile using mind mapping software
Surprise and delight gifts to clients. Births, anniversaries, milestones, etc.
Track new client onboarding process
Organize and coordinate COI communication process. Make sure FA is consistently in front of COI’s
Create agenda for client / prospect meetings. Send in advance to see if the client / prospect has anything to add
Keep prospect pipeline updated
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 : 05/25/2018
Franklin, TN, ASPEN GROVE OFFICE CENTER 1, 341 COOL SPRINGS BLVD,
- United States
Travel : No
Full / Part-time : Part time
Hours Per Week : 19
Shift : 1st shift
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