Wealth Management Client Associate (FP)

Wealth Management Client Associate (FP) provides client service support to multiple Financial Advisors, customizing solutions based on client needs, and serving as the most frequent point of contact within Merrill to address all service needs of clients. Responsible for providing excellent client service, ensuring timeliness, accuracy, and completeness in client materials, and identifying, deepening, and maintaining client relationships through emphasizing the bank's offerings.

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

• Industry-leading benefits
• Paid time off
• Resources and support to employees