Wealth Management Client Associate — Client Services
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Merrill Wealth Management is hiring a Client Service professional to support Financial Advisors by delivering outstanding client service, educating clients on banking and investment offerings, and ensuring accurate, timely materials. The role emphasizes risk awareness, relationship deepening, and team collaboration within an in-office culture.
Candidates should hold FINRA SIE, Series 7, and Series 66 (or substitute 63/65), with experience in client-centric service and proficiency in Word, Excel,
We are looking to fill the Wealth Management Client Associate — Client Services position at Merrill in Boca Raton, FL, United States.
The Wealth Management Client Associate — Client Services role at Merrill is now open for applications in Boca Raton, FL, United States.
Join us at Merrill as our next Wealth Management Client Associate — Client Services in Boca Raton, FL, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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