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Wealth Management Client Advocate
Job in
Chesterfield, St. Louis city, Missouri, 63005, USA
Listed on 2026-09-07
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Merrill Wealth Management is seeking a client services professional to support multiple Financial Advisors, delivering outstanding service to clients and addressing requests promptly. You will be the primary contact within Merrill to address service needs and coordinate client materials.
Responsibilities include educating clients on bank services, ensuring accuracy, and maintaining risk controls while promoting the bank’s offerings.
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