Private Wealth Client Associate: Advisor Support
United States Digital Space LLC
Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients, delivering education on the bank's services and ensuring accurate client materials. The role emphasizes a client-first mindset, with adaptability to process updates and technology platforms. Ideal candidates hold FINRA SIE, Series 7, and Series 66, and demonstrate strong knowledge of investment products, a proactive work ethic, and the ability to manage multiple priorities in a #J-18808-Ljbffr United States Digital Space LLC
Vacancy posted 2 days ago
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