Private Wealth Client Advisor | Wealth Management
Merrill
Merrill Wealth Management in Chicago is seeking a Client Service Associate to support Financial Advisors by handling client inquiries, preparing materials, and coordinating service requests with accuracy and a client-first mindset. The role emphasizes licensing in FINRA SIE, Series 7, and Series 66, with 63/65 acceptable, and requires strong knowledge of investment products, CRM tools like Salesforce, and Microsoft Office. Onsite work is expected at Bank of America Tower Chicago. #J-18808-Ljbffr Merrill
Vacancy posted 1 day ago
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