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Wealth Management Client Associate: Client Solutions
Job in
Maryland Heights, St. Louis city, Missouri, 63043, 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
Job Description & How to Apply Below
Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, addressing service needs and delivering tailored solutions.
This in-office role emphasizes collaboration, risk awareness, and continuous learning, with a focus on client satisfaction and operational excellence. Expect to educate clients on services and coordinate with advisors.
Candidates should be proactive, detail-oriented, and proficient in Word, Excel, PowerPoint, and Salesforce.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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