Registered Client Associate - New York, NY : 1200006493 Job Details
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Show me jobs like this one| Employer: | Bank of America | Job Ref No: | 1200006493 | Job Title: | Registered Client Associate - New York, NY : 1200006493 | Sector: | Asset Management | Risk Type: | Multiple | Expertise: | Other | 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 York | City: | NEW YORK | Address: | Post Date: | 02/09/2012 |
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