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Wealth Management Client Associate — Client Services Pro
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-13
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Merrill Wealth Management is seeking a client service professional to support Financial Advisors, addressing client needs and coordinating with the FA team. The role focuses on delivering personalized service, maintaining accuracy in materials, and aligning with firm policies.
Candidate should be proactive, client-centric, and capable of adapting to a fast-paced environment while using MS Office and Salesforce to manage relationships and drive results.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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