Registered Client Associate - Coeur D Alene, ID
Company Name:
Bank of America Corp.
Title: Registered Client Associate - Coeur D Alene, ID
Location: ID-COEUR D ALENE
Other Locations:
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)
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.
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.
CW-Client Associates
Organization: 1468378-US WEALTH MANAGEMENTEstimated Salary: $20 to $28 per hour based on qualifications.
Bank of America Corp.
Title: Registered Client Associate - Coeur D Alene, ID
Location: ID-COEUR D ALENE
Other Locations:
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)
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.
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.
CW-Client Associates
Organization: 1468378-US WEALTH MANAGEMENTEstimated Salary: $20 to $28 per hour based on qualifications.
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