This role provides comprehensive client service support to multiple Financial Advisors while ensuring operational excellence and risk management
Job Summary
This role provides comprehensive 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 communication.
Merrill Wealth Management fosters a culture driven by diversity, transparency, and results-focused teamwork within an in-office environment.
Matching Summary
This role provides comprehensive 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
FINRA SIE Series 7 Series 66 certification
Advanced investment product knowledge
Client-centric mindset and service delivery
Nice-to-have
Bilingual Portuguese language skills
Experience in fast-paced environments
Proficiency with Salesforce application
Key Requirements
Current FINRA Securities Industry Essentials (SIE) license