Wealth Management Client Associate - RDA

Company: Disability Solutions
Location: Santa Barbara
Posted on: September 21, 2023

Job Description:

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.DescriptionA dual role as a Resident Director's Client Associate (CA) and an Administrative Assistant. 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.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.Required Skills:

• Minimum of 1+ years professional or relevant internship experience
  • Knowledge of investment and banking products, policies & procedures
  • Strong client service & technical skills (MS Word & Excel).
  • Strong communication, time management and organizational skills. Desired Skills:
    • Undergraduate degree preferred
    • Series 7 & 63/65 or 66 registrations preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations. Shift:1st shift (United States of America)Hours Per Week: 37.5

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