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Cold Caller - Seasonal Client Associate

Bank of America | Omaha NE 68154 USA | Full Time | Posted: 09/13/2019

Job Descriptiontop

Job Description:

Position available for client associate - cold caller. You will be responsible for identifying opportunities with prospective clients that have money in motion and would like to engage in the financial planning process with our team of advisors. Your primary responsibilities will include building contact lists, calling and setting qualified appointments. You will be working with a six person team made up of financial advisors and senior client associates. You will get a first-hand look at what it takes to build and manage a successful practice. You will work with Microsoft office and SalesForce CRM. Great introduction into the wealth management industry.

Standard Job 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. Seasonal support for peak periods,

which typically last 3-6 months.


  • Undergraduate degree preferred or working towards degree
  • Strong client service & technical skills (MS Word & Excel)

  • Strong communication, time management and organizational skills are required


1st shift (United States of America)

Hours Per Week:


Job Detailstop

Location Omaha, NE, 68154, United States
Categories Customer Support/Client Care

Location Maptop

Contact Informationtop

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Job Code 19055362

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