About this opportunity
ghr lists this Wealth Management Client Associate: Client Services opportunity in bainbridge island, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors. You will educate clients on the bank's service offerings, coordinate materials, and help drive operational excellence while maintaining a client-first approach.
This role emphasizes risk awareness, strong communication, and proficiency with Microsoft Office and Salesforce. The ideal candidate adapts quickly in a fast-paced environment and delivers a high-quality client experience.
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Worksite address
bainbridge island, WA, 98110, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.