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Wealth Management Client Associate


Bank of America Corporation


Location

Roseville, CA | United States


Job description

The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.

Specific responsibilities include, but are not limited to:

Key Qualifications for the role:

Shift:

1st shift (United States of America)

Hours Per Week: 

19.5


Job tags

Part timeInternshipFlexible hoursShift workDay shift


Salary

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