Wealth Management Seasonal Client Associate (fp) - Private Wealth Central Market

Bank of America (GHR)

Chicago, United States
Base: $25.00 - $30.00 hourly; bonus/equity: not sp...
Onsite
Client service support
Operational excellence
Client relationship management
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
  • This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client service needs.
  • The company values diversity and offers industry-leading benefits, access to paid time off, and resources to support employees.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.

Salary

Base: $25.00 - $30.00 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client Service Support
  • Operational Excellence
  • Client Relationship Management
  • Risk Management
  • Team Activities Support

Nice-to-have

  • Enthusiastic self-starter
  • Client-centric mindset
  • Adaptable to new information
  • Continuous learning commitment
  • Sound judgment and discretion

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA Securities Industry Essentials (SIE)
  • Series 7
  • Series 66 (63 and 65 accepted in lieu of 66)

Work Rights

Not specified

Tailored Resume

Cover Letter