Wealth Management Client Associate
13-5674085 Merrill Lynch, Pierce, Fenner & Smith IncIllinois, United States
Posted April 7, 2026
50000 - 88000 USD
Full Time
About the Company
No company description available.
Job Description
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Wealth Management Client Associate is responsible for providing client service support to Financial Advisors, ensuring timeliness, accuracy, and completeness in client materials, and promoting incorporation of banking into day-to-day practices.
Requirements
- Client Service
- Financial Analysis
- Banking Products
- Communication
- Customer Service
- Problem Solving
- Analytical Skills
- Attention to Detail
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
- Discretionary Incentive Eligible
- Annual Discretionary Award
