Wealth Management Client Associate

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
Hartford, CT
Category Customer Service
Job Description
Merrill Wealth Management is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors, assisting with client advocacy, operational excellence, and client relationship building. The role requires strong communication and problem-solving skills, with a focus on delivering excellent client experiences.

Requirements

  • Excellent Client Service
  • Timeliness, accuracy, and completeness in client materials
  • Alignment with bank's policies and procedures
  • Client relationship building and maintenance
  • Supporting day-to-day team activities

Benefits

  • Discretionary incentive eligible
  • Benefits eligible
  • Paid time off
  • Industry-leading benefits
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