Wealth Management Client Associate: Client Solutions Pro
Talentify
Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to deliver client service support to Financial Advisors and their clients in an in-office setting. You will collaborate with advisors to educate clients on bank offerings and ensure accurate, timely service responses.
The role emphasizes a client-centric approach, strong compliance with policies, and teamwork to cover peak times while supporting enterprise objectives.
#J-18808-LjbffrReference: WJ-4703_8461963