Wealth Management Client Concierge
ghr
Merrill Wealth Management in Washington, DC seeks a client service professional to support Financial Advisors (FAs) by delivering tailored service and coordinating client needs. You will educate clients on Merrill's offerings, ensure accuracy of materials, help manage risk, and deepen client relationships while maintaining a client-first mindset. The role requires strong communication, proficiency with MS Office and Salesforce, and adaptability in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 3 days ago
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