Wealth Management Client Associate (FP)

Merrill Wealth Management seeks a Wealth Management Client Associate to provide client service support to multiple Financial Advisors. The role requires a client-centric mindset, excellent communication skills, and the ability to learn and adapt to new information and technology platforms.

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

Benefits

• Competitive compensation and benefits package
• Opportunities for professional growth and development
• Diverse and inclusive work environment