Registered Wealth Management Client Associate - FP

Merrill Wealth Management seeks a Registered Wealth Management Client Associate to provide 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

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

Benefits

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