Experience:
No experience
Employment Type:
Part time
Posted:
8/13/2019
Job Category:
Marketing
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Cold Caller - Seasonal Client Associate
Bank of America | Omaha, Nebraska
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Job Description

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

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.

This company profile was created by AfterCollege and is about Bank of America. This page is not endorsed by or affiliated with Bank of America. For questions regarding company profiles, please email: care@aftercollege.com.