Wealth Management Client Associate
13-5674085 Merrill Lynch, Pierce, Fenner & Smith IncFlorida, United States
Posted April 10, 2026
Full Time
About the Company
Merrill is committed to an in-office culture with specific requirements for office-based attendance.
Job Description
Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors and advocate for clients' needs.
Requirements
- Provide excellent client service to bank clients
- Ensure timeliness, accuracy, and completeness in client materials
- Assist in ensuring practices align with bank policies and procedures
- Identify, deepen, and maintain client relationships
- Support day-to-day team activities and needs
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
