Wealth Management Client Associate — Grow Client Impact
NBMBAA
Merrill Wealth Management is seeking a Client Services Associate in Newport Beach, CA to deliver superior client service, educate clients on a broad range of banking offerings, and support Financial Advisors in delivering tailored wealth management solutions. In this role you will ensure timely and accurate client materials, uphold policy compliance, and contribute to a proactive team environment with a client-first mindset. 37.5 hours weekly on-site in Newport Beach. #J-18808-Ljbffr NBMBAA
Vacancy posted 8 hours ago
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