• Client Service Associate

    Bank of America (Chandler, AZ)
    …clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch . **Skills:** + Account Management + Client Management + Customer and ... Client Service Associate Chandler, Arizona **Job Description:** At Bank of...a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a… more
    Bank of America (04/12/24)
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  • Specialty Asset Manager II - Closely Held Assets

    Bank of America (Dallas, TX)
    …industries, sectors and business types. These interests are held by Bank of America/ Merrill Lynch clients in a variety of fiduciary accounts, and ... business. Also links up closely with a Private Bank market to determine appropriate resources needed within Specialty Asset...as well as all aspects of corporate governance. The associate will be responsible for the oversight of client… more
    Bank of America (02/29/24)
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  • Senior Sales Development Manager- Western Division

    T. Rowe Price (San Francisco, CA)
    …7 required. Preferred qualifications: + Experience working with target firms such as Merrill Lynch , Morgan Stanley Wealth Management, LPL, Raymond James, UBS, ... territory, assisted by a Senior Client Engagement Manager (CEM) and Associate Client Engagement Manager, to Position TRP capabilities and resources available… more
    T. Rowe Price (04/19/24)
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