ZZZ – FILLED – Wealth Management Client Associate-Huntersville, NC
Merrill Lynch
This is a Full-time position in Huntersville, NC posted November 12, 2021.
Job Description:
The role is a service support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. The Client Associate PR role is required to obtain registrations (Series 7, 63, 65, & 66) to fulfill the requirements of a registered CA role as established by team. Candidates hired without full registrations will be placed into this code until registration requirements are met.
Job Band:
H7
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Weekly Schedule:
Referral Bonus Amount:
0 –>
Job Description:
The role is a service support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. The Client Associate PR role is required to obtain registrations (Series 7, 63, 65, & 66) to fulfill the requirements of a registered CA role as established by team. Candidates hired without full registrations will be placed into this code until registration requirements are met.
Job Band:
H7
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Weekly Schedule:
Referral Bonus Amount:
0
Job Description: The role is a service support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. The Client Associate PR role is required to obtain registrations (Series 7, 63, 65, & 66) to fulfill the requirements of a registered CA role as established by team. Candidates hired without full registrations will be placed into this code until registration requirements are met. Shift:
1st shift (United States of America)
Hours Per Week:
37.5
