What are the responsibilities and job description for the Client Associate position at Merrill Lynch?
Company Description
Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors offer a wide range of financial services, including college savings, retirement planning, eldercare, small business services, and more.
Role Description
This is a full-time on-site Client Associate role located in Sunmerlin in Las Vegas, NV on a large team.
Qualifications
- Ability to deliver white glove client service
- Great phone skills
- Strong attention to detail and organizational skills
- Previous experience in the financial industry is a plus
- Licensed (Series 7 and 66) preferred but not required
