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Wealth Management Client Advocate
Job in
Salem, Marion County, Oregon, 97308, USA
Listed on 2026-07-24
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Merrill Wealth Management is seeking a Client Service Associate to provide dedicated support to Financial Advisors, delivering responsive service and tailored banking solutions to clients in a fast-paced environment.
This role emphasizes client advocacy, collaboration with FAs, and maintaining strong relationships while adhering to enterprise objectives and policies. In-office expectations apply with some role-specific flexibility.
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