Bank of America Client Associate- PR (FP) - Blue Bell, PA in Blue Bell, Pennsylvania
The Client Associate PR (CA – Pre Registered) role is a service support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully or partially paid by the FA. The Client Associate PR role is required to obtain registrations (Series 7, 63 and 65, or Series 7 & 66) to fulfill the requirements of a registered CA role as established by team. Candidates hired without all registrations will be placed into this code until registration requirements are met.
Posting Date : 03/20/2017
Location : US-PA-Blue Bell
Travel : No
Full / Part-time : Full time
Hours Per Week : 37.5
Shift : 1st shift
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