Wealth Management Client Associate - Advisor Support
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors (FAs) and to advocate for clients within the FA’s business. This role focuses on service excellence, enterprise objectives, and customized solutions based on client needs.
As the primary Merrill contact for clients, you will ensure timely, accurate client materials and alignment with policies to mitigate risk, while fostering trusted relationships and a client-first mindset in a fast-paced
The following opportunity is for a Wealth Management Client Associate
- Advisor Support with NBMBAA.
We appreciate your interest in this position.
Join NBMBAA and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Client Associate
- Advisor Support role at NBMBAA, based in Virginia Beach, VA, United States.
Position Requirements
10+ Years work experience(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).