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Wealth Management Client Advocate
Job in
Upper Arlington, Franklin County, Ohio, USA
Listed on 2026-09-03
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Merrill Wealth Management is seeking a service-focused professional to provide client service support to multiple Financial Advisors in the Columbus area. You will address service needs, coordinate client materials, and help maintain alignment with bank policies while delivering a solutions-oriented experience.
The role emphasizes a client-first mindset, strong communication skills, and proficiency with Word, Excel, PowerPoint, and Salesforce.
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