Registered Private Wealth Client Associate

This role provides client service support to multiple Financial Advisors within Merrill Wealth Management, functioning as the primary contact for clients and assisting with education on bank services, ensuring timely and accurate client materials, maintaining alignment with bank policies, deepening client relationships, and covering team needs during absences or seasonal periods. The position requires knowledge of investment products, FINRA licenses, and strong communication and organizational skills to deliver a high-quality client experience in an in-office environment.