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Wealth Management Client Associate
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Full-time
- This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
- 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.
- 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
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