Registered Client Associate - San Mateo, CA at Bank of America
Posted in Customer Service 14 days ago.
Type: Full time
Location: San Mateo, California
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)
1st shift (United States of America)
Hours Per Week: