Registered Wealth Management Client Associate- Chicago, IL

Merrill Wealth Management seeks a Registered Wealth Management Client Associate to provide client service support to Financial Advisors, customizing solutions based on client needs and promoting banking offerings. Excellent communication skills and a client-centric mindset are required.

Requirements

• Provides excellent Client Service to the bank's clients
• Ensures timeliness, accuracy, and completeness in client materials
• Assists with ensuring practices are in alignment with the bank's policies and procedures
• Identifies, deepens, and maintains client relationships
• Supports day-to-day team activities and needs

Benefits

• industry-leading benefits
• paid time off
• annual discretionary plan