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Registered Wealth Management Client Associate
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Temporary
- Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
- Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
- 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
- SIE, Series 7, 63/65 or 66
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