So im interviewing for a CSO role at Merrill
The Job spec says I will be working for a Financial Advisor.
Does this mean I am his offsider (his right hand) or am I just a general admin lackey.
The reason I ask is in some PWM/PB outftits there is a Investment Executive or Private banking Executive below the Relationship Manager/FA/PB. And then CSO's are just the call centre.
Please give me the heads up
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Most likely an admin lackey.
This.
Unless you happen to get in on a team where you make a percentage of the business and actually prospect new clients. That doesn't seem to be the case though.
You will answer phones, schedule meetings, open accounts, send and out money etc etc
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