Wealth Management Client Support Specialist
Listed on 2026-10-17
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Finance & Banking
Wealth Management
Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors in delivering tailored wealth management solutions. You will act as the primary contact for client service needs and help align activities with enterprise objectives.
The role emphasizes regulatory license requirements (SIE, Series 7, 66) and a client-centric mindset, with on-site work and opportunities to collaborate across teams within the wealth management platform.
We are looking to fill the Wealth Management Client Support Specialist position at NBMBAA in Providence, RI, United States.
Learn more about the Wealth Management Client Support Specialist role in the description above.
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