Wealth Management Client Advocate
United States Digital Space LLC
Merrill Wealth Management is seeking a client services professional to support multiple Financial Advisors, delivering outstanding service to clients and addressing requests promptly. You will be the primary contact within Merrill to address service needs and coordinate client materials. Responsibilities include educating clients on bank services, ensuring accuracy, and maintaining risk controls while promoting the bank’s offerings. #J-18808-Ljbffr United States Digital Space LLC
Vacancy posted 3 days ago
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