Wealth Management Client Associate — Client Services Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-31
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Merrill Wealth Management is seeking a Client Service Associate to provide dedicated support to Financial Advisors and their clients in a fast-paced, in-office environment. You will be the primary point of contact for service needs, ensuring accurate client materials and proactive communication to advisors.
Applicants should hold SIE, Series 7, and Series 66, with a client-centric approach and willingness to adapt to evolving platforms and processes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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