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Wealth Management Client Services Associate

National Black MBA Association

Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and enhance service quality. You will act as the primary contact, coordinating with advisors and ensuring accurate materials and timely responses. The role emphasizes a client-first mindset, collaboration, and knowledge of banking products. Experience in a fast-paced environment and proficiency with MS Office and Salesforce are valued. #J-18808-Ljbffr

Vacancy posted 3 days ago
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