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Private Wealth Client Associate: Advisor Support
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-08-27
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients, delivering education on the bank's services and ensuring accurate client materials. The role emphasizes a client-first mindset, with adaptability to process updates and technology platforms.
Ideal candidates hold FINRA SIE, Series 7, and Series 66, and demonstrate strong knowledge of investment products, a proactive work ethic, and the ability to manage multiple priorities in a
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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