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Wealth Management Client Associate - Client Service
Job in
Jackson, Hinds County, Mississippi, 39200, USA
Listed on 2026-09-09
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Merrill Wealth Management is seeking a client service-oriented professional to support Financial Advisors in delivering tailored wealth management guidance. You will serve as a primary contact for clients, coordinate requests, and help ensure compliance with banking and investment policies.
The role emphasizes building trusted relationships, leveraging technology tools like MS Office and Salesforce, and contributing to a high-performing team in a fast-paced financial services environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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