Wealth Management Client Associate — Client Services Lead
-
Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
Merrill Wealth Management in the United States is seeking a Client Services Associate to support Financial Advisors and their clients. You will be the primary contact for service requests, educate clients on the bank's offerings, and help ensure timely, accurate materials while promoting a client-first approach.
You will collaborate with teams to uphold operational excellence, manage risk, and deepen client relationships by leveraging MS Word, Excel, PowerPoint, and Salesforce.
We have an opening for a Wealth Management Client Associate — Client Services Lead in PA, United States within Finance, Sales.
As a Wealth Management Client Associate — Client Services Lead, you will play an important part at NBMBAA in PA, United States.
We invite applications for the Wealth Management Client Associate — Client Services Lead position located in PA, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).