Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and…
- Merrill Lynch - Washington, DC
The Client Associate (CA) role is a sales support position, providing dedicated operational and sales support to a Financial Advisor team.
- Merrill Lynch - Washington, DC
The Client Associate (CA) role is a sales support position, providing dedicated operational and sales support to a Financial Advisor team.
Has 5+ years’ of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team. 1st shift (United States of America).
Responsible for building client traffic, engaging and appropriately routing clients and client retention; Responsible for the general look, feel and…
Ability to multi-task using various bank mainframe computer systems. Responsible for the day-to-day analysis, research and resolution of varied problems.
Demonstrate empathy for the client’s situation using ethical behavior that is consistent with the bank’s code of conduct. 2nd shift (United States of America).
Analyzing and updating pertinent data on collateral, financials, projections, covenant compliance, free cash flow, audit and appraisal statistics, and bank…
Typically issued as tax-exempt debt, Clients include states, counties, cities, school districts, higher education institutions, public utilities, public…
Our Municipal Banking & Markets business offers Commercial and Investment Banking services, Sales & Trading and Treasury Management services to U.S. Municipal…
Fully paid or partially paid by the FA. Minimum of 1+ years professional or relevant internship experience required. 1st shift (United States of America).
The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services.