Client Associate - (Greenwich, CT)

Job summary: Description 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. Requirements ? Undergraduate degree preferred, ? Min of 1+ years professional or relevant internship background required ? Series seven & 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 & computer skills (Word & Ms excel) ? Effective communication, time management and management expertise are requi