Wealth Management Client Advisor
Job in
Portage, Kalamazoo County, Michigan, 49002, USA
Listed on 2026-08-27
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Merrill Wealth Management is seeking a Client Service Associate to provide exceptional client service to multiple Financial Advisors and their clients. The role focuses on supporting enterprise objectives, operational excellence, and client advocacy within the FA’s business, while tailoring solutions to client needs.
Key responsibilities include serving as the primary Merrill contact for client requests, maintaining accurate materials, and ensuring compliance with bank policies.
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