Registered Wealth Managerment Client Associate
$52,000–$93,600 year
On-site · Providence, Rhode Island, United States or Wellesley Hills, Massachusetts, United States
Job Summary
Provide client service support to potentially multiple Financial Advisors (FAs). Serve as the most frequent point of contact within Merrill to address all service needs of clients, educate clients on the bank's service and banking offerings, ensure timeliness and accuracy in client materials, follow up on requests, align practices with bank policies to support operational excellence and risk management, deepen client relationships by promoting banking solutions, and support day-to-day team activities including coverage during absences, while maintaining a client-first mindset.
Required Qualifications
- FINRA SIE
- Series 7
- Series 66 (63/65 accepted in lieu of 66)
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