Wealth Management Client Associate

Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors, with responsibilities including providing excellent client service, ensuring timeliness and accuracy, and maintaining client relationships.

Requirements

• Providing excellent client service to the bank's clients
• Ensuring timeliness, accuracy, and completeness in client materials
• Assisting with ensuring practices are in alignment with the bank's policies and procedures
• Identifying, deepening, and maintaining client relationships
• Supporting day-to-day team activities and needs

Benefits

• 401k Matching
• Retirement Plan
• Paid Time Off