No experience
Employment Type:
Part time
Job Category:
Administrative Client Associate
(This job is no longer available)
Bank of America | Northbrook, IL
Grad Date

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Job Description

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 Managing Director 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.

Desired Skills and Experience

* Typical requirements for this position include the following: administrative support experience, event planning, awareness of current technology applications and ability to tackle future technological releases as they become available.
* Excellent writing, correspondence, interpersonal and communication skills.
* Candidate must have well developed organizational skills and must be proactive in his/her approach to the position. The candidate must present themselves in a professional manner on behalf of the team.
* 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.

Please be advised that Merrill Lynch does not offer sponsorship for visa petitions 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).

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

About Bank of America

Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries throughout the United States and in selected international markets, Bank of America provides a diversified range of banking and non-banking financial services and products through three business segments: Global Consumer and Small Business Banking, Global Corporate and Investment Banking, and Global Wealth and Investment Management. The Company operates in 32 states, the District of Columbia and 30 foreign countries. In the United States, it serves 59 million consumer and small business relationships with 6,100 retail banking offices, 18,500 automated teller machines (ATMs) and 24 million active online users. It offers services in 13 states. In October 2007, it acquired ABN AMRO North America Holding Company. In July 2007, it acquired U.S. Trust Corporation. In July 2008, Bank of America acquired Countrywide Financial Corp.