What does the work entail? At Merrill advisors are given an associate when they reach a certain amount of AUM (assets under management). Client Associate at Merrill Lynch Hagatna, Gu, Guam 64 connections. Browse Client Associate Jobs at Bank of America Merrill Lynch Apply now for Client Associate jobs at Bank of America Merrill Lynch. The CRM functions as a member of the market leadership team. See who Bank of America Merrill Lynch has hired for this role. Cheri Lytle, head of advisor strategy and development at Merrill Lynch Wealth Management, gives tips for nailing a job interview. I thought it was an entry level job in financial services so wasn't aware prior knowledge was required. Resolve client inquiries and determine which issues require immediate elevation to the Financial Advisor. What exactly does a Client Associate at Merrill Lynch do? University of Guam. The process took 4+ weeks. cdunn1017 IB. Millions of workers have been impacted by the COVID-19 pandemic—but opportunities await. Contact info. Some discribe it as a glorified secretary, others say it's one step below Financial Analyst. 3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc. 4 Trust and fiduciary services are provided by Bank of America Private Bank. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). Both are wholly owned subsidiaries of BofA Corp. Join to Connect Merrill Lynch. Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Typical hours? Client Associate salaries at Merrill Lynch can range from $33,267 - $80,332. Provide dedicated operational and sales support to multiple Financial Advisors in a fast-paced environment, assisting in all areas of practice including business management, development, planning, relationship management, service and administration. I have one friend who made it through that program and he’s the lead FA’s son in law. Merrill Lynch Financial advisor development program salary? Even management treats you like shit, I saw this kid cry because he was told "CAs do not need CFA's and we do not support your pursuit". I would like to select my funds since I notice the ER ratios are pretty high plus the management fee I'm paying. Free interview details posted anonymously by Merrill Lynch interview candidates. Merrill Lynch Wealth Management is a national investment advisory firm with offices in most major and mid-sized U.S. cities. 2 Banking, mortgage and home equity products offered by Bank of America, N.A. See who Bank of America Merrill Lynch has hired for this role. 2. Additional information is available in our Client Relationship Summary. With over over 17,000 financial advisors and $2.2 trillion in client assets Merrill Lynch is among largest full-service brokerage companies in the U.S. Visit Merrill Edge review for self-directed brokerage account review. 22,814 open jobs. Serve as the initial point of client contact. Without getting too detailed, I’ve had a variety of middle office operation roles, client … The typical Merrill Lynch Client Associate salary is $48,121. edit subscriptions. Both are wholly owned subsidiaries of BofA Corp. 162 reviews from Bank of America employees about working as a Client Associate at Bank of America. Interview. Interview was with financial adviser and two other client associates. Additional information is available in our Client Relationship Summary. Registered Client Associate at Merrill Lynch Virgin Islands (U.S.) 82 connections. First the financial advisor interviewed me and than the client associate. Free interview details posted anonymously by Merrill Lynch interview candidates. Merrill Lynch OnLine is a terrific way to enhance the relationship you have with your Merrill Lynch Financial Advisor. Your job will need almost nowhere unless you want to be an FA someday, which is basically retail sales like timeshare but without the bait and switch captive warm leads. Officer - Client Service Associate / Treasury Service Advisor Bank of America Merrill Lynch Chennai, Tamil Nadu, India 10 minutes ago Be among the first 25 applicants. This estimate is based upon 131 Merrill Lynch Client Associate salary report(s) provided by employees or estimated based upon statistical methods. Glassdoor has 3,804 Merrill Lynch reviews submitted anonymously by Merrill Lynch employees. They will ask you about what’s on your resume alone. A resume is required. $41K Merrill Lynch Client Associate without location (73 salaries) +$1K (2%) more than national average Client Associate salary ($40K)-$24K (45%) less than average Merrill Lynch salary ($65K) Advertisement. Merrill Lynch Client Associate salaries are collected from government agencies and companies. I'm really looking forward to my interview for a CA position but in the job description it says it requires knowledge of banking/investment products, policies, and procedures. Create, maintain, and enter information into databases. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). Create, maintain, and enter information into databases. This online service provides valuable and timely information about your account that can help you and your Financial Advisor work more closely to reach your financial goals. Go for analysis! Can someone please help me clear up what exactly this position entails!? Wealth Management Client Associate 5674085 Merrill Lynch, Pierce, Fenner & Smith Inc Panamá, Panamá, Panamá Hace 4 minutos Sé de los primeros 25 solicitantes This online service provides valuable and timely information about your account that can help you and your Financial Advisor work more closely to reach your financial goals. I've been researching it online, and the responses are so varied, I don't know what to... jump to content. New comments cannot be posted and votes cannot be cast, More posts from the FinancialCareers community. Press question mark to learn the rest of the keyboard shortcuts. Officer - Client Service Associate / Treasury Service Advisor Bank of America Merrill Lynch Chennai, Tamil Nadu, India 10 minutes ago Be among the first 25 applicants. Merrill Lynch Wealth Management Client Associate | Rogers, AR | April 2014 - December 2015. Provide dedicated operational and sales support to multiple Financial Advisors. I know that will upset some, but it's the hard truth. Report this profile Experience Registered Client Associate Merrill Lynch Apr 2018 - Present 2 years 9 months. How hilarious is it that you need an advocate! You might think trading sounds cool, but it's no different than if you've ever entered an order on E-Trade, other than the fact it's someone else's money. my subreddits. Client Associate at Merrill Lynch. In 1990, the cable and local area networking equipment manufacturer … Merrill Lynch Client Associate salary statistics is not exclusive and is for reference only. Is there anything I should become familiar with prior to my … Essentially you're working long hours, exclusively do paperwork, and are treated like shit with no career potential. Hey all, I'm really looking forward to my interview for a CA position but in the job description it says it requires knowledge of banking/investment products, policies, and procedures. Merrill Lynch is the wealth management division of Bank of America. Advertisement. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). Job number: 17031517. Business Overview. Additional information is available in our Client Relationship Summary. I struggled to get out of the field because my experience labeled me "salesman" (FA) or "secretary" (CA). 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