• Registered Client Associate (FP) (Series 7 and Series 66 Required) - Global Corporate & Institutiona

    Company: Bank of America

    Location: Atlanta, GA

    Date Posted: June 21, 2013

    Title: Registered Client Associate (FP) (Series 7 and Series 66 Required) - Global Corporate & Institutional Advisory Services Group - Atlanta, GA Location: GA-Atlanta Other Locations: 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). Fully paid or partially paid by the FA. Roles and Responsibilities: · Serve as the key executive relationship contact for new and existing clients with overall relationship...

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