Client Associate (Fully Paid)

Brief Description:
This is an unregistered 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.  The position requires frequent client contact, typically by telephone, but also in-person, by correspondence, and by email.  This is typically an entry-level position.  The position is overtime eligibleJob Responsibilities:


The most frequent decisions will involve resolving client inquiries and complaints and determining which issues require immediate elevation to an FA or a member of the management team.

 

For established clients, the Client Associate will often be the most frequent point of contact with Merrill Lynch, handling routine inquiries and resolving minor problems.  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 CA can handle most routine matters involving account administration and maintenance, the time of Financial Advisors can be better focused on asset-gathering and revenue generating opportunities.

 The position is important in both the Advisory Division?s efforts to dramatically increase client retention and in its implementation of the client segmentation strategy.Qualifications:
he ability and motivation to rapidly acquire knowledge about products, procedures, regulations, and policies is required.  Familiarity and skill with common computer applications such as Microsoft Word and Excel is expected.  Successful completion of Series 7 and Series 63/65 or 66 registration is expected.  The position also requires well-developed self-management, social, and communication skills to deal positively and constructively with clients and other employees in stressful situations.  Strong attention to organization, detail, and effective use of time is also required.  Ability testing may be required of all external applicants in some locations. A college degree or equivalent experience is desired, but not required


Please register and apply using this link : Merrill Lynch Careers