Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
Skills & Requirements
Must-have
Client service support for Financial Advisors
Address client service needs
Educate clients on bank offerings
Ensure accuracy and timeliness of client materials