Wealth Management Client Associate — Client-Centric
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Sales
Merrill in Greenwich, CT seeks a client service associate to support Financial Advisors, educate clients on offerings, and ensure timely, accurate client materials.
You will customize solutions, manage risk, and deepen relationships while leveraging Salesforce and Microsoft Office in a fast-paced environment.
This role requires SIE, Series 7, and Series 66 (63/65 allowed) and a client-centric mindset with strong communication.
For the Wealth Management Client Associate — Client-Centric Support position at Jobtailor, we are reviewing applications now.
We would love to welcome a new Wealth Management Client Associate — Client-Centric Support to our organisation in Greenwich, CT, United States.
Step into the Wealth Management Client Associate — Client-Centric Support role at Jobtailor in Greenwich, CT, United States and grow with us.
Please review the full job details above before applying.
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