Registered Wealth Management Client Associate

The Registered Wealth Management Client Associate at Merrill Wealth Management provides dedicated operational and sales support to Financial Advisors while serving as a frequent point of contact for established clients. This sales support role involves ensuring the timeliness and accuracy of client materials, deepening client relationships, and supporting various office initiatives aligned with the bank's policies. Fully registered candidates or those with partial registration and a strong focus on results will succeed in this client-centric position.