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Wealth Management Client Associate - Elevate Client
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-18
Listing for:
Chris Baily
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Location: New York
Merrill Wealth Management is looking for a dedicated client service support professional to assist Financial Advisors and enhance client relationships. The successful candidate will ensure accuracy in client documentation and provide exceptional service while aligning with bank policies. Candidates should exhibit strong communication skills, a detail-oriented approach, and a passion for client satisfaction.
This role requires a minimum of a high school diploma, proficiency in Microsoft Office, and the ability to thrive in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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