12 days old

Wealth Management Client Associate

San Francisco, CA 94103
Wealth Management Client Associate



San Francisco, California;Boston, Massachusetts



**Job Description:**



Business Overview



Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.



Venture Services Group (VSG) is a 45+ person team of experienced professionals, focused on servicing the trading, custody, and in-kind distribution needs of the Private Equity and Venture Capital community. The team operates in a fast paced environment, across 6 offices nationwide. We are seeking a Client Associate with 1+ years of professional experience, a great attitude, high energy, and the ability to work successfully as part of a thriving team.



Description:



The Client Associate (CA) role is a position dedicated to providing operational support to the daily business of the Venture Services Group. Each day, the CA will work closely with team members, clients, and Merrill Lynch colleagues to provide support in areas such as: client inquiries and requests, client onboarding, account servicing, asset transfers, transaction settlements, and much more. The CA will work in a fast-paced environment that is highly challenging and equally as rewarding. The ideal candidate will have a financial services background and excellent attention to detail, in addition to the ability to work well under tight deadlines, manage priorities effectively, and work both independently as well as collaboratively in a dynamic team environment. The candidate may be strongly encouraged to obtain their Series 7 & 66 licenses, based on the current needs of the business. This position is a full-time opportunity.



Qualifications:



+ Undergraduate degree preferred

+ Minimum of 1+ years professional or relevant internship experience

+ Strong communication (both written and verbal), time management, and organizational skills required

+ Ability to multi-task and prioritize

+ Experience with Excel/Word/Outlook/SalesForce/PowerPoint, with an emphasis on Excel

+ Strong follow-up skills

+ Comfortable with basic mathematics

+ Positive and professional attitude

+ High level of integrity/honesty

+ Willingness and interest to work in a tight-knit group - a team player

+ Strong sense of ownership/responsibility

+ Knowledge of investment and banking products, policies & procedures is preferred



**Note to internal employees: This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire.**



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.



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).



**Job Band:**



H7



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



37.5



**Weekly Schedule:**



**Referral Bonus Amount:**



2500



**Job Description:**



Business Overview



Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.



Venture Services Group (VSG) is a 45+ person team of experienced professionals, focused on servicing the trading, custody, and in-kind distribution needs of the Private Equity and Venture Capital community. The team operates in a fast paced environment, across 6 offices nationwide. We are seeking a Client Associate with 1+ years of professional experience, a great attitude, high energy, and the ability to work successfully as part of a thriving team.



Description:



The Client Associate (CA) role is a position dedicated to providing operational support to the daily business of the Venture Services Group. Each day, the CA will work closely with team members, clients, and Merrill Lynch colleagues to provide support in areas such as: client inquiries and requests, client onboarding, account servicing, asset transfers, transaction settlements, and much more. The CA will work in a fast-paced environment that is highly challenging and equally as rewarding. The ideal candidate will have a financial services background and excellent attention to detail, in addition to the ability to work well under tight deadlines, manage priorities effectively, and work both independently as well as collaboratively in a dynamic team environment. The candidate may be strongly encouraged to obtain their Series 7 & 66 licenses, based on the current needs of the business. This position is a full-time opportunity.



Qualifications:



+ Undergraduate degree preferred

+ Minimum of 1+ years professional or relevant internship experience

+ Strong communication (both written and verbal), time management, and organizational skills required

+ Ability to multi-task and prioritize

+ Experience with Excel/Word/Outlook/SalesForce/PowerPoint, with an emphasis on Excel

+ Strong follow-up skills

+ Comfortable with basic mathematics

+ Positive and professional attitude

+ High level of integrity/honesty

+ Willingness and interest to work in a tight-knit group - a team player

+ Strong sense of ownership/responsibility

+ Knowledge of investment and banking products, policies & procedures is preferred



**Note to internal employees: This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire.**



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.



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).



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



37.5



Learn more about this role



Full time



JR-21076119



Band: H7



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Sulaka Polidura



Referral Bonus:



2500



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2021-11-21 Expires: 2021-12-21

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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Wealth Management Client Associate

Bank of America
San Francisco, CA 94103

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