Client Associate

The Client Associate (CA) role is a support position, typically providing dedicated operational and client service support to multiple Financial Advisors (FAs) at Merrill Lynch. The specific position is a support role for a a rapidly growing Wealth Management Team comprised of four FAs and one existing CA. For established clients, this position will often be the first point of contact in assisting clients with a wide breadth of daily needs, ranging from account administration to our wealth management services.

Specific responsibilities will include, but not be limited to:

  • Account administration and maintenance, while handling day-to-day operations with personal care and first class service
  • Frequest client contact, typically by telephone, but also in-person and by email
  • Scheduling of client meetings and calls as well as general calendar management
  • Organizing and maintaining both physical and electronic filing systems in conjunction with other team members
  • Assistance in the preparation of materials for client and prospective client meetings
  • Resolving and addressing client inquiries and complaints
  • Determining which issues require immediate elevation to another member of the Team
  • Co-manage relationships with existing clients
  • Determine which clients are most appropriate to contact for specific initatives and service offerings
  • Place certain unsolicited orders for designated clients, under FA supervision
  • Serve as the initial point of contact for established clients under some circumstances

Anticipated starting salary range: $50,000 - $75,000, negotiable depending on job qualifications and prior work experience.

Interested candidates should send a resume and coverletter to

Requested Skills

Strong technical skills (MS Office)
Strong client service and communication skills
Attention to Detail and Strong Organizational Skills
Undergraduate degree required with professional experience or relevant internship preferred
Candidates hired without licenses will need to acquire Series 7 and 66 registrations

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Employer Details

601 Poydras St
Ste 2500
New Orleans  Louisiana  70130
United States
(504) 586-7633

Job Details

601 Poydras St
Ste 2500
New Orleans  Louisiana  70130
United States
Job Type: Full-Time Posted: 4/12/2018
Application deadline:
Relevant Job Functions: Administrative / Clerical Industries: Accounting / Banking / Finance

Employer Personality