1 Wealth Management Client Associate Job in Greenville, SC
Merrill Lynch is Hiring a Wealth Management Client Associate Near Greenville, SC
Company Description
Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a commitment to placing their clients' interests first, Merrill advisors offer strategies encompassing various financial areas such as college savings, retirement planning, eldercare, and more.
Role Description
This is a full-time on-site role for a Wealth Management Client Associate located in Greenville, SC. The Client Associate will engage in day-to-day tasks related to financial planning, communication, analytical skills, finance, and investments. Responsibilities include supporting financial advisors, assisting clients with account inquiries, and facilitating client communications.
Qualifications
- Financial Planning, Finance, and Investments skills
- Strong Communication skills
- Analytical Skills
- Experience in the financial services industry
- Series 7 and 66 licenses are a plus
- Bachelor's degree in Finance, Economics, Business, or related field
Job Summary
Full Time
Securities
$57k-85k (estimate)
08/25/2024
09/20/2024
VIERA, FL
15,000 - 50,000
1989
J CALLAHAN
$500M - $1B
Securities
Related Companies
If you are interested in becoming a Wealth Management Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Wealth Management Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Wealth Management Client Associate job description and responsibilities
Performing day-to-day administrative tasks, such as responding to client emails and requests.
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Resolving the issues and concerns of clients with input from the wealth manager.
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Analyzing financial statements and market trends, and compiling reports for the wealth manager and clients.
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Completing and submitting investment-related documents, including applications and withdrawal forms.
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Compiling customized investment presentations for potential and existing clients.
03/31/2022: Fort Smith, AR
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Wealth Management Client Associate jobs
Have a Sense of Purpose and Meaning.
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Create the Most Complete Retirement Plan Possible.
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Keep a Schedule and Structure.
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Don’t Forget to Plan for a Long-Term Care Need.
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Start a Retirement Planning Club.
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Step 3: View the best colleges and universities for Wealth Management Client Associate.
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