Wealth Management Client Associate
Not Disclosed•Full-TimeOn-site
location_on1536, East 77th Street, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States
About the Team
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, we specialize in goals-based wealth management, helping clients plan for retirement, education, legacy, and other life goals through expert investment advice and guidance.
Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. We believe trust comes from transparency. 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, bringing unique perspectives, ideas, and experiences to create a work community that is culture-driven, resilient, results-focused, and effective.
Work location
Work model: On-site
1536, East 77th Street, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States
Firestone Park, California
Key Responsibilities
- check_circleProvide excellent client service by educating clients on bank offerings
- check_circleEnsure timeliness, accuracy, and completeness in client materials
- check_circleAlign practices with bank policies to support operational excellence and risk management
