Wealth Management Client Advocate
Listed on 2026-10-11
-
Finance & Banking
Wealth Management
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.
We are seeking a motivated Wealth Management Client Advocate to join NBMBAA in Upper Arlington, OH, United States.
We are currently recruiting a Wealth Management Client Advocate for our team in Upper Arlington, OH, United States.
This is a strong opening to take on the Wealth Management Client Advocate role at NBMBAA.
As a Wealth Management Client Advocate, you will play an important part at NBMBAA in Upper Arlington, OH, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).