Wealth Management Client Experience Associate
Chris Baily
Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills include account management and issue resolution, with a preferred bilingual capability in Spanish. The position demands a client-first mindset and the ability to maintain deep relations while adhering to bank policies. A High School Diploma is required; Series 7 & 66 certifications are preferred but can be obtained post-hire. #J-18808-Ljbffr
Vacancy posted 4 days ago
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