This role provides essential client service support to multiple Financial Advisors while ensuring operational excellence and risk management
Job Summary
This role provides essential client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
The position requires acting as the primary point of contact for clients, educating them on banking offerings, and deepening relationships through strategic advice.
Merrill Wealth Management fosters a culture driven by diversity, transparency, and an in-office environment that values bringing your whole self to work.
Matching Summary
This role provides essential client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with Microsoft Office applications
Nice-to-have
Experience in fast-paced financial environments
Commitment to continuous professional growth
Sound judgment handling sensitive information
Key Requirements
High School Diploma or GED required
FINRA SIE, Series 7, or Series 66 certification desired
Must be willing to work onsite per workplace policy