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Merrill Lynch

13 Dec 2019 11:41 AM | Amy Treis (Administrator)

Start your career at Merrill Lynch Become a Client Associate (CA)

CA role description Client Associates are an essential partner to the Financial Advisors and their teams. Client Associates are expected to proactively reach out to clients to develop and strengthen client relationships and ensure we are delivering on the client’s needs. This includes delivering extraordinary personalized service through educating clients on all the services we can offer, resolving client problems in a timely manner, and recognizing the ongoing nature of our relationship with the client and the need for real-time relationship manager. Our goal is to always provide best in class service to our clientele.

Overview of training and learning opportunities The Client Associate (CA) training curriculum is tailored to your professional experience and designed specifically to help you develop critical knowledge and understanding of Merrill Lynch’s tools, technologies, policies, processes and procedures. You will benefit greatly from a carefully designed and implement educational plan by our team of learning professionals and administrators’ at the local market level. The comprehensive curriculum consists of a combination of one-on-one peer training and mentorship in concert with Merrill Lynch’s proprietary web based modules that are customized to your line of business. From the beginning, your transition into Merrill Lynch will be strategically supervised by local Management and Coaches to ensure you’re well positioned for success. Additionally, Merrill Lynch will provide the necessary sponsorship, as well as study materials and prep course, to assist incoming CA’s successfully pass the required series 7 and 66 registration exams.

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How to apply To apply for a Client Associate position, visit our career site at

8430 Enterprise Circle, STE 140
Lakewood Ranch, FL 34202

941-757-1664 |

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