Job Summary

• Provides operational and administrative support to Financial Advisors and their clients, enhancing the client experience through exceptional service and timely execution of tasks.
• Serves as the primary point of contact for client inquiries, processing service requests, and coordinating with internal departments to resolve issues while maintaining accurate records.
• Merrill Wealth Management is committed to an in-office culture, valuing diversity and empowering employees to bring their whole selves to work.

Matching Summary

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Key Requirements

• High School Diploma / GED / Secondary School or equivalent
• 3+ years client service or operations experience
• Progress toward industry licensing

Work Rights