Wealth Management Client Associate — Client
Listed on 2026-10-11
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exemplary service to clients in the Fort Lee, NJ area. You will handle client inquiries, coordinate materials, and help drive risk-aware, compliant service delivery while partnering with advisors to meet client needs.
This role emphasizes a client-first mindset, strong communication, and proficiency with Word, Excel, PowerPoint, and Salesforce in a fast-paced financial services environment.
As a Wealth Management Client Associate — Client Growth, you will play an important part at NBMBAA in Fort Lee, NJ, United States.
We are currently recruiting a Wealth Management Client Associate — Client Growth for our team in Fort Lee, NJ, United States.
This is an excellent position to take on the Wealth Management Client Associate — Client Growth role at NBMBAA.
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