Wealth Management Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. Merrill Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through a personal relationship with their advisory team committed to their needs.

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

• 401k Matching
• Retirement Plan
• Generous Paid Time Off