Wealth Management Client Associate — Client Care & Growth
United States Digital Space LLC
Merrill Wealth Management in Northbrook, IL is seeking a client services professional to support daily banking and investment product education for clients and advisors. The role emphasizes accuracy, timeliness, and risk-conscious practices in servicing client materials and requests. With FINRA licenses required (SIE, Series 7, and Series 66 or 63/65) and a strong client-centric mindset, you will deepen relationships, promote bank offerings through the FA channel, and help ensure policy #J-18808-Ljbffr United States Digital Space LLC
Vacancy posted 1 day ago
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