Wealth Management Client Associate — Client Services
NBMBAA
Merrill Wealth Management in Houston is seeking a Client Service Associate to support Financial Advisors by delivering high-quality client service, coordinating materials, and addressing service needs. The role emphasizes adherence to policies, risk management, and proactive communication, with licenses (SIE, Series 7, 66) and investment product knowledge as core prerequisites. On-site collaboration and career development are highlighted. #J-18808-Ljbffr NBMBAA
Vacancy posted 3 days ago
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