|
|
|
|
Client Associate/ Director's Assistant Job
|
| Employer Name: BankingandFinanceCrossing |
SpiderID: 2352870 |
| Location: Abilene, Texas |
Date Posted: 7/8/2008 |
| Wage: |
Category: Banking/Mortgage |
| Job Code: 5981213 |
|
Job Description:
Every aspect of a client's financial life is considered, enabling financial advisors to become essential partners to their clients and provide customized financial planning and wealth management advice, products and services. GWM serves the myriad needs of high-net-worth individuals and small- and mid-sized business owners. Nearly two-thirds of assets under management come from relationships with clients who have investable assets of $1 million or more. We also serve thousands of individuals through employee retirement plans. Brief Description: The Client Associate role is a sales support position, typically providing dedicated administrative and sales support to multiple Financial Advisors. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular Financial Advisors. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill Lynch. Job Responsibilities: Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by email Resolving client inquiries and complaints and determining which issues require immediate elevation to the Financial Advisor or a member of the branch management team Account administration & maintenance In addition to handling CA coverage for Residential Director and other FAs in the office, handle administrative duties for the RD including phone coverage, correspondence and other clerical duties Manage required branch compliance files Organize and coordinate annual holiday parties, office meetings, and other office events Process APs, T & E\'s, and office credit card Additional responsibilities to be assigned as needed.
For more information, please click here to visit us at BankingandFinanceCrossing
For further information, please visit us online at http://www.bankingandfinancecrossing.com
Sign Up Now
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:
Contact Information:
| Contact Name: - |
Company Type: Employer |
| Company: BankingandFinanceCrossing |
|
|
|
| City: Pasadena |
|
| State: California |
|
| Zip: |
|
Web Site: http://www.bankingandfinancecrossing.com
|
|
|
|
|
|
|