Client Associate job in Chicago, IL| Recruit Arrow
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Title
Client Associate
Location : Illinois, Chicago
Refer job # UKDG336566
 
Job Responsibilities and Requirements: 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. Qualifications Undergraduate degree preferred, Minimum of 1 years professional or relevant internship experience required. Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations. Knowledge of investment and banking products, policies & procedures is required. Strong client service & technical skills (MS Word & Excel). Strong communication, time management and organizational skills are required.
 
Contact the Following Recruit Arrow Office:
Los Angeles
202 S Lake Ave, Unit 250
Pasadena, California 91101
Email: jobs@recruitarrow.com
 
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