Registered Wealth Management Client Associate
On-site · Houston, Texas, United States
Job Summary
Registered Wealth Management Client Associate provides client service support to multiple Financial Advisors, educating clients on Merrill’s banking and investment offerings, ensuring timely and accurate client materials, adhering to bank policies, strengthening client relationships, and covering team needs during absences with a client-first mindset; role emphasizes collaboration within an in-office culture and engagement with advisory teams, investment products knowledge, and proficiency with MS Office and Salesforce.
Required Qualifications
- FINRA SIE
- Series 7
- Series 66 (63/65 accepted in lieu)
- High School Diploma / GED / Secondary School or equivalent
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