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Strategic Wealth Relationship Manager

National Black MBA Association

Merrill Wealth Management is seeking a client service professional to support the Financial Advisor team in delivering superior client experiences. You will coordinate non-administrative requests, assist in meetings, and help implement the team’s client service model while adhering to SAFE Act requirements. This in-office role emphasizes relationship management, proactive communication, and collaboration with specialists to address client needs. #J-18808-Ljbffr National Black MBA Association

Vacancy posted 2 days ago
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