Wealth Management Client Associate - Client Services

A leading financial institution is seeking a dedicated Client Service Associate to support Financial Advisors at Merrill Wealth Management. This role involves providing excellent client service, ensuring accuracy in client communications, and maintaining strong client relationships. Candidates should hold FINRA SIE, Series 7, and Series 66 licenses, with a strong focus on client-centric solutions. A High School Diploma is required along with proficiency in technology platforms like Microsoft Office and Salesforce.

Join a team committed to trust, transparency, and client advocacy.
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