Wealth Management Client Associate- San Francisco, CA

Wealth Management Client Associate position at Merrill Wealth Management in San Francisco, CA, providing client service support to Financial Advisors and customizing solutions based on client 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

• Paid time off
• Industry-leading benefits
• Discretionary incentive
• Annual discretionary award