About this opportunity
ghr lists this Wealth Management Client Associate: Client Services & Ops opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Merrill Wealth Management is seeking a client service-focused professional to support multiple Financial Advisors in delivering tailored wealth management solutions.
You will act as the primary Merrill contact for clients, ensuring accurate materials, aligning with policies, and deepening relationships while collaborating with FAs to balance service and risk. This role emphasizes an in-office culture with role-based flexibility depending on responsibilities.
#J-18808-Ljbffr
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.