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Registered Client Associate Jobs in Connecticut

4 jobs

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 ...
Administrative Complex Manager Private Client Group Provides administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, and preparing client correspondence. Can perform at a basic or fundame...
Reports to: Administrative Complex Manager Department: Private Client Group PURPOSE Provides administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, and preparing client correspondence. Can...
DescriptionThe 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 ...