Wealth Management Client Associate — Client Success Partner
Listed on 2026-11-04
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and deliver top-tier client experiences. You will educate clients on services, ensure accurate materials, and help manage risk while deepening relationships with proactive communication.
This role emphasizes a client-first mindset, teamwork, and adaptability in a fast-paced financial services environment in the United States.
This posting is for the Wealth Management Client Associate — Client Success Partner role at NBMBAA, based in Lake Oswego, OR, United States.
We would love to welcome a new Wealth Management Client Associate — Client Success Partner to our group in Lake Oswego, OR, United States.
For the Wealth Management Client Associate — Client Success Partner position at NBMBAA, we are reviewing applications now.
Step into the Wealth Management Client Associate — Client Success Partner role at NBMBAA in Lake Oswego, OR, United States and grow with us.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).