Wealth Management Client Advocate
National Black MBA Association
Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors (FAs) and address client needs in an office-based setting in Frederick, MD. You will help drive strategic objectives, operational excellence, and client advocacy within the FA's business while tailoring solutions to client needs. Responsibilities include delivering exceptional client service, ensuring accurate materials, and maintaining risk controls, with strong skills in Word, Excel, #J-18808-Ljbffr National Black MBA Association
Vacancy posted 2 days ago
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