FAQs
What are the key responsibilities of a Registered Private Wealth Client Associate in New York?
The key responsibilities include providing client service support to multiple Financial Advisors, supporting strategic objectives and operational goals, and serving as the main point of contact for client needs.
What is the main focus of this job within Merrill?
The main focus of this role is to address all service needs of clients within the FA’s business, while customizing solutions based on their specific needs.
In what location is this job based?
This job is based in New York.
What are the expectations for a Registered Private Wealth Client Associate in this role?
The expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients, supporting enterprise strategic objectives and operational excellence goals.