Registered Client Associate - (Chicago Loop) Chicago, IL

Job description

Job description

Job 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)

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).

Specific Description

Wealth Management Team in Chicago is seeking an energetic, organized, and poised candidate to join their team. Role is a sales support position in which candidate will work closely with financial advisors and other team members to service highly affluent clients. Candidate will have the opportunity to learn and grow with the team to become an essential team member. Tasks will include:

·  Servicing client requests and inquiries such as opening accounts and account maintenance
·  Completing financial transactions such as check requests and wire transfers
·  Generating client reports
·  Submitting business expenses for the team through the Concur system
·  Assisting with investment solution implementation
·  Developing service models individualized to each clients specific needs
·  Building strong client relationships
·  Assisting with client event planning
·  Help continue to grow teams business
·  Participate in office initiatives

·  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, candidate will need to acquire
·  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.
·  Ability to work well in a team environment

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.