Wealth Management Client Associate

Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to potentially multiple Financial Advisors. The ideal candidate will have excellent client service skills, strong work ethic, and the ability to learn and adapt to new information and technology platforms.

Requirements

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

Benefits

• 401k Matching
• Generous Paid Time Off
• Tuition Reimbursement