SEBI Regn Nos. The Wealth Management Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Apart from BANA Australia, none of the other BofAML entities including BAC are Authorised Deposit-taking Institutions authorised under the Banking Act 1959 of Australia nor regulated by the Australian Prudential Regulation Authority. Knowledge of investment and banking products, policies & procedures Preferred $160,000.00, $60,000.00 THE FOLLOWING LIMITATIONS OF LIABILITY IN THIS SECTION SHALL NOT APPLY TO VIOLATIONS OF LAWS RELATING TO THE OFFER AND SALE OF SECURITIES. Bank of America Online Privacy Notice If a broker or brokerage firm is registered, What a broker or brokerage firm is qualified to do. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (BofA Corp.). "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Houston, Texas, United provides outside of Chile. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India. Get email updates for new Client Associate jobs in United States. Merrill Personal Wealth Analysis can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve. INVESTMENT MANAGEMENT Investment strategy development Portfolio construction Multi-manager analysis, selection and evaluation Performance evaluation and re-balancing Stylereviews and rebalancing Private conference calls with senior portfolio managers Strategic, tactical and opportunistic investingRISK MANAGEMENT Liquidity management Structured investments Alternative investments Private equity Foreign exchange services Concentrated stock managementESTATE PLANNING SERVICES & PHILANTHROPY Asset preservation Account ownership structure Personal trust services Life insurance consulting Charitable trusts Foundation administration Endowment management Succession planningTAX MINIMIZATION STRATEGIES Tax harvesting strategies Tax minimization strategies Tax-efficient investing Life insurance solutions Tax-advantaged lending alternativesBANKING & LENDING1 Securities-based multi-currency lending Customized asset-based lending solutions for major acquisitions Customized residential financing solutions Deposit and cash management solutions Concierge, bill-paying, and other related banking servicesGLOBAL MARKETS & INVESTMENT BANKING1 Mergers and acquisitions Aircraft financing Marine/yacht financing Sale and leasebacks Investment real estate advisory Capital and debt raising Equipment financing Private equity. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets business of Bank of America Corporation. Neither Bank of America, N.A., nor its Representative Office in Chile, is authorized to carry out in Chile any activities that are reserved by Chilean law to locally licensed banks. Believes in responsible growth and is dedicated to supporting the communities we serve. Merrill Lynch's support staff is fed up. Upon becoming aware of, or if Client suspects, a technical failure or any improper access to or use of the Sites or Access Codes by any Authorized Person or other person, Client shall promptly notify Bank of America of such occurrence, and shall, as promptly as practicable, to the extent any improper access or use is by an Authorized Person, take immediate actions to terminate such Authorized Person's access to and use of the Sites. From day one, youll receive training from our award-winning Academy at Merrill, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. Client promptly shall notify Bank of America of any actual or threatened infringement or misappropriation of IP, or any portion thereof, of which it becomes aware. Bank of America Private Bank is a division of Bank of America, N.A. They are not an offer to enter into, transfer and assign or terminate any transaction, or a commitment by Bank of America or its Affiliates to make such an offer. 9am-9pm EST, M-F 1.800.637.7455 TTY/TDD hearing impaired 1.866.657.3323 Are you looking for your 401 (k)/retirement or equity awards account with Merrill?. "Bank of America" is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp."). Merrills Financial Advisors and Wealth Management Client Associates help clients Merrill LynchBank USA, PO Box 9018, Princeton, New Jersey 08543-9018, [email protected]Lihua Y ang Merrill LynchManagement Science Group, PO Box 9065, Princeton, New Jersey 08543-9065, lihua. Act as a key team member leading our clients digital experience with the firm; Create ease of access and interaction, while protecting their privacy and security, Drive routines that are effective and efficient; Use Salesforce to track all client and partner activities, 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus, Product Knowledge: Foundational knowledge of investment and banking products preferred, Personal: Energetic and self-motivated; Coachable; Flexible in thoughts and activities; Enjoys a fast-paced environment with changing and evolving responsibility; Detailed oriented; Invested in personal development, Client Relationships: Consistently pursues excellence; Friendly; Creates client confidence; Works quickly to fulfill client needs; Delivers complex solutions; Able to simplify processes for clients; Frequent communication; Exercises an abundance of discretion with sensitive information, Technology: Microsoft Word, Excel and PowerPoint; Salesforce a plus, Communication: Confident and articulate verbal and written communication, As a Wealth Management Client Associate, you can look forward to, Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes, Resources and dedicated support to help you reach your full potential throughout your career, A benefits program designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life . Senior Wealth Planner 404.231.6067 Karl B Sager Vice President Senior Consultant 770.858.1214 Kayla Mosley Registered Senior Wealth Management Client Associate 404.231.2516 Natalie Armstrong Registered Wealth Management Client Associate 404.231.6671 Taylor Sharpe Wealth Management Client Associate 404.231.2513 Additional Resources. The JET Group serves the financial needs of a select number of globally-oriented families who share wealth-connected similarities, but whose origins of wealth are as diverse as the individuals themselves. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Client agrees to provide Bank of America with all information, cooperation and assistance, documents and data as shall reasonably be requested by Bank of America in order to enable Bank of America to comply with any and all Applicable Law. merrill's financial advisors and wealth management client associates help clients pursue the life they envision through a personal relationship with their advisory team. Except for offering memoranda, Bank of America and its Affiliates disclaim any liability to Client for this information or for any consequence of your decision to use it. These Terms and Conditions ("Terms and Conditions") are for the Bank of America Corporation ("Bank of America") website and those websites of its affiliates (collectively the "Sites") including Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Capital Management and certain other affiliates enumerated herein (collectively "Affiliates") that are available through the Bank of America Sites and apply to all services, programs, information and products (collectively "Service") that you ("Client") may use or otherwise access from time to time through the Sites ("Agreement"). Client agrees to abide by applicable export control laws and not to transfer, by electronic transmission or otherwise, any content on the Sites subject to restrictions under such laws to a national destination prohibited under such laws, without first obtaining, and then complying with, any requisites government authorization. If you opt out, though, you may still receive generic advertising. All rights reserved.MAP 4698559 EXP 2023-05-27. 98-880 dated 1st October, 1998. Your agreement for the use of this Site is with the Hong Kong branch of Bank of America, N.A. Overview: Thank you! Services hereunder may be provided by Banc of America Securities, Limited, as agent or otherwise. There is always the potential of losing money when you invest in securities. Wealth Management You are leaving Bank of Americas website and being redirected to FINRA's BrokerCheck. Research Analyst: INH000000503, Stock Broking: INB/INF 011348134, INB/INF 231348138, Merchant Banker: INM000011625, Depository Participant: IN-DP-NSDL-223-2001. With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to developan approachdesigned to help address your financial needs. 1Bank of America Merrill Lynch Banco Mltiplo S.A. e Merrill Lynch S.A. Corretora de Ttulos e Valores Mobilirios. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. One or more directors, officers and/or employees of Bank of America or its Affiliates may be a director of the issuer of the securities mentioned at these Sites. - If a broker or brokerage firm is registered- What has been disclosed to regulators- About a broker's past experience- What a broker or brokerage firm is qualified to do. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. : +91 22 6632 8000. Client associates at Merrill Lynch are fed up with what they feel is an overwhelming amount of work, a lack of WFH flexibility, and Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Member FDIC. Banking products are provided by Bank of America, N.A. Undergraduate degree. John A Flasco Senior Vice President International Wealth Advisor 305.442.6250 Michelle Diaz Wealth Management Client Associate 305.442.6268 Sign in to create your job alert for Client Associate jobs in United States. Bank of America N.A. tinder unblur script a325f kg lock remove python create diagonal matrix from vector. Here's why client associates at the massive wealth manager are heading for the door. Unless otherwise indicated, all services/products are conducted on an offshore basis for Latin America. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. You can unsubscribe from these emails at any time. Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. You hereby consent and submit to jurisdiction in the Federal or state courts of the State of New York, U.S.A. You hereby irrevocably waive your rights to a jury trial. We take no responsibility for the content, accuracy, content, completeness, timeliness, current value or any aspect of the information on these sites and disclaim any liability to Client for it or for any consequence of your decision to use the links provided or your use of such information. Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Bank of America or its Affiliates may make changes to the Sites and reserves the right to do so without prior notice to you. Banc of America Securities Limited has approved the Sites for the purpose of Section 57 of the Financial Services Act of 1986. Together, well create a strategy that revolves around you. Bank of America and its Affiliates expressly disclaim any responsibility or liability for the accuracy or use of such Account Information upon its being downloaded by Client and will not be liable for any difficulty, damage or inaccessibility of such information due to hardware or software incompatibility. Relationship-based ads and online behavioral advertising help us do that. Worried about managing future health care expenses? Strong communication, time management, and organizational skills He holds a Masters degree in International Management from the American Graduate School of International Management, formerly known as Thunderbird, and a Bachelors degree from the University of Miami. Bank of America Corporation does not have banking affiliates, branches or bank representative offices in any other jurisdiction in Latin America. These Terms and Conditions ("Terms and Conditions") are for the Bank of America Corporation ("Bank of America") website and those websites of its affiliates (collectively the "Sites") including Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Capital Management and certain other affiliates enumerated herein (collectively "Affiliates") that are available through the Bank of America Sites and apply to all services, programs, information and products (collectively "Service") that you ("Client") may use or otherwise access from time to time through the Sites ("Agreement"). websites. The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients financial life priorities and connect them to our solutions that meet their financial goals. This Agreement shall be governed by and construed under the law of the State of New York and the Federal law of the United States. You can read more at. We also disclaim all liability and make no representations or warranties for any products or services sold or provided to Bank of America or its Affiliates by any third party. Bank of America Corporation does not have banking affiliates, branches or bank representative offices in any other jurisdiction in Latin America. 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