Accounting & Finance

Wealth Management Client Associate: Client Solutions Pro

Talentify

Raleigh · Newfoundland and Labrador · Canada

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.

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Reference: WJ-4703_8461963

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