1+ months

Cold Caller - Seasonal Client Associate

Omaha, NE 68132
**Job Description:**



Position available for client associate - cold caller. You will be responsible for identifying opportunities with prospective clients that have money in motion and would like to engage in the financial planning process with our team of advisors. Your primary responsibilities will include building contact lists, calling and setting qualified appointments. You will be working with a six person team made up of financial advisors and senior client associates. You will get a first-hand look at what it takes to build and manage a successful practice. You will work with Microsoft office and SalesForce CRM. Great introduction into the wealth management industry.



Standard Job Description:



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. Seasonal support for peak periods,



which typically last 3-6 months.



Requirements:



+ Undergraduate degree preferred or working towards degree

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

+ Strong communication, time management and organizational skills are required



**Posting Date** : 08/12/2019



**Location** :

Omaha, NE, 13321 CALIFORNIA ST (NE9133),

- United States



**Travel** : No



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



**Hours Per Week** : 10



**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.

Industry

  • Banking / Finance
Posted: 2019-08-14 Expires: 2019-10-27

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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Cold Caller - Seasonal Client Associate

Bank of America
Omaha, NE 68132

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