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Wealth Management Client Advocate

Job in Bowling Green, Warren County, Kentucky, 42103, USA
Listing for: Dormont Manufacturing Co
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below

Merrill Wealth Management seeks a dedicated Client Service Specialist to support Financial Advisors in Kentucky. This position involves educating clients on banking offerings and ensuring their service needs are met promptly. Ideal candidates should have a strong client-centric mindset and excellent communication skills.

The role requires the ability to manage multiple requests efficiently and contribute to a collaborative team environment. A high school diploma is the minimum education requirement, and proficiency in tools like Salesforce is preferred.

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