Wealth Management Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Wealth Management Client Associate provides client service support to Financial Advisors, ensuring timeliness, accuracy, and completeness in client materials and following up on all client and Financial Advisor requests.

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
• Supports day-to-day team activities and needs
• Identifies, deepens, and maintains client relationships
• Supports operational excellence, protect the bank's clients, and manage risk

Benefits

• Discretionary incentive eligible
• 401k Matching
• Generous Paid Time Off
• Paid Time Off
• Relocation Assistance