Client Associate (Bilingual legal resident)

Client Associate (Bilingual legal resident) Position

Job Opportunity at Bank of America Merrill Lynch Category: Administration Post Date: 11/25/15

The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Inquire about Position

About Bank of America Merrill Lynch Visit Company Website
Company Overview

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management.

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Job Title

Client Associate (Bilingual legal resident)

Job Location


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Job Description

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). 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.

Responsibilities of Position
  • Frequent client contact, typically by telephone, but also in-person and by email
  • Resolving client inquiries and complaints and determining which issues require immediate elevation to the Financial Advisor (FA) or a member of the branch management team
  • Account administration & maintenance, Prospect for new business in addition to prospecting existing clients for new product and service offerings
  • Determine which clients are most appropriate to contact for specific initiatives & service offerings
  • Place certain unsolicited orders for designated clients, under FA supervision, and Serve as the main point of contact for established clients
Required Qualifications
  • 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
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills are required
Inquire About Position Ask the Chamber

Contact Aloysio Vieira-Neto
T: (212) 284-5649 Email Client Associate (Bilingual legal resident)

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