Wealth Management Client Associate — Client Solutions Pro

Merrill Wealth Management is hiring a Client Service Associate to support multiple Financial Advisors and advocate for clients. You will help manage client requests, educate clients on Merrill services, and ensure accurate materials while upholding risk controls.

The role emphasizes client-first service, collaboration with advisory teams, and adaptability in a fast-paced environment. This position is onsite in the United States with standard 37.5-hour weeks.

This is a great position to take on the Wealth Management Client Associate — Client Solutions Pro role at Merrill.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management Client Associate — Client Solutions Pro role in the description above.

We appreciate your interest in this position.

Join Merrill and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.