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Rosa Mateo
Client Associate at Merrill Lynch
Rosa Mateo is a Client Associate at Merrill Lynch, based in Woodbridge.2 As a Client Associate, she likely provides support to financial advisors and assists with client services at Merrill Lynch.
While specific details about Rosa Mateo's role are limited, Client Associates at Merrill Lynch typically have the following responsibilities:
Job Duties
- Assisting financial advisors with client account management
- Handling administrative tasks and paperwork
- Providing customer service to clients
- Supporting client onboarding and account maintenance
Location and Experience
Rosa Mateo is located in Woodbridge, which is likely referring to Woodbridge, New Jersey.2 Her LinkedIn profile indicates that she has experience working at Merrill Lynch, though the exact duration of her employment is not specified.2
Professional Network
Rosa Mateo's LinkedIn profile shows that she has at least one connection on the platform.2 This suggests she is actively maintaining a professional presence online, which is common for those working in the financial services industry.
It's worth noting that while Rosa Mateo's role is that of a Client Associate, Merrill Lynch offers various positions within their wealth management division, including Financial Solutions Advisors and Wealth Management Client Associates.13 These roles often involve working closely with clients and supporting the firm's financial advisors in delivering personalized financial advice and services.
