Candidate registration
Employer registration
Forgot password
Sign in
Candidate registration
Sign in
Candidate registration
Sign in
Employer registration

BD Reg Client Associate (FP) - Mount Laurel, NJ : 1200002294 Job Details

Vacancy has expired

Show me jobs like this one

Employer:  Bank of America
Job Ref No:  1200002294
Job Title:  BD Reg Client Associate (FP) - Mount Laurel, NJ : 1200002294
Sector:  Asset Management
Sub Sector:  Other
Risk Type:  Multiple
Expertise:  Risk Manager
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.

Specific responsibilities will include but not be limited to: 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.

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, 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.

Region/Country:  Americas, United States
States/Counties:  New Jersey
City:  Mount Laurel
Address: 
02/09/2012

Popular Countries: United States | Hong Kong | Singapore | Canada | UK | Hungary | Asia / Pacific | India | Philippines | Australia
Popular States: California | New Jersey | New York | Colorado | Florida | Maryland | Minnesota | View Other Popular States
Popular Risk Types: Risk Jobs | Risk Management Jobs | Enterprise Jobs | Market Jobs | Operational Jobs | Regulatory/Compliance Jobs | Credit Jobs

Resumes by Job Titles: Compliance Analyst | Risk Analyst | Quantitative Analyst | Risk Manager | Risk Management Consultant | Risk Officer | View Other Resumes

 

Home    About us    Job search    Employer area    Contact us    Terms & conditions    Privacy policy    Risk Recruiter   
Copyright © JobBoardMount.com Job Board 2010 | Powered by JobMount Job Board Software