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Wealth Management Client Advocate
Job in
Bowling Green, Warren County, Kentucky, 42103, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management
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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