Private Wealth Management Client Associate
Company: Disability Solutions
Location: Cincinnati
Posted on: October 4, 2024
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Job Description:
Job Description:Merrill's Financial Advisors and Wealth
Management Client Associates help clients pursue the life they
envision through a personal relationship with their advisory team
committed to their needs. We believe trust comes from transparency.
Our trusted advisory teams are equipped with access to the
investment insights of Merrill coupled with the banking convenience
of Bank of America.At Merrill, we empower you to bring your whole
self to work. We value diversity in our thoughts, business, and
within our employees and clients. Our Wealth Management team
represents an array of different backgrounds and bring their unique
perspectives, ideas and experiences, helping to create a work
community that is culture driven, resilient, results focused and
effective.Job Description:This job is responsible for providing
client service support to potentially multiple Financial Advisors
(FAs). Key responsibilities include supporting enterprise strategic
objectives, operational excellence goals, and client advocacy
within the FA's business, while customizing solutions based on
their specific needs. Job expectations include serving as the most
frequent point of contact within Merrill to address all service
needs of their clients.Responsibilities:
Keywords: Disability Solutions, Anderson , Private Wealth Management Client Associate, Executive , Cincinnati, Indiana
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