1+ months

Administrative Client Associate

Northbrook, IL 60065
**Job Description:**

Business Overview

_Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world._

_Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America._


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. Fully registered CA (Series 7, 63, 65, & 66). Fully paid or partially paid by the FA.

Specific Description

This position is primarily responsible for assisting with the ongoing administrative needs of a Wealth Management Advisor at Merrill Lynch. The position will primarily provide support by assisting with preparation for client meetings, joining meetings to document conversations, add notes to our Salesforce, distribute follow up tasks to appropriate team members and assist with follow up communication to our clients.

The individual will also have the opportunity to participate in the following activities as needed:

+ The Client Associate will assist with calendaring and scheduling activities, assist in setting up meetings, and work to the successful completion of assigned project work.

+ Manage calendar including the coordination of the complex and shifting schedule of the team, making travel arrangements for all out of town engagements as well as reservations.

+ Prepare letters, notes, cards

+ Manage incoming/outgoing mail and email account for the Managing Director

+ Assist with managing team expenses

+ Greet clients for office meetings.

+ Answer team phones, screens all meeting requests and inbound phone calls to determine priority level

+ Participate in weekly team meetings, taking detailed notes to report back effectively to team members. Prepare agenda, add items as needed, follow-up on items

+ Provide assistance at client and prospect events.

+ Use technology skills to maintain LinkedIn database and Salesforce management tool. Focused attention on keeping all documentation up to date and accurate.

+ Additional responsibilities as required.

+ Client Associate must be able to be trusted with highly confidential information.

+ Registrations will not be required for this position.


+ Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required.

+ Series 7 & 63/65 or 66 registration not required

+ Some basic knowledge of investment and banking products, policies & procedures would be helpful.

+ Strong client service & technical skills (MS Word & Excel).

+ Strong communication, time management and organizational skills are required.

Please be advised that Merrill Lynch does notoffersponsorshipforvisa petitionsor other work authorization, nor will the company provide relocation assistance, for this position.

NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).

**Posting Date** : 04/15/2019

**Location** :

Northbrook, IL, 1033 SKOKIE BLVD (IL3518),

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 37.5

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Banking / Finance
Posted: 2019-04-17 Expires: 2019-09-20

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Administrative Client Associate

Bank of America
Northbrook, IL 60065

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