Wealth Management Client Advocate (Alice Springs)

Wealth Management Client Advocate (Alice Springs)

04 Oct
|
GHR
|
Alice Springs

04 Oct

GHR

Alice Springs

Merrill Wealth Management seeks a client service skilled to support Financial Advisors across multiple client accounts, addressing service needs, educating clients on banking and investment offerings, and ensuring timely, accurate materials.

This role emphasizes a client-first mindset, collaboration with the FA team, and adherence to policies while growing relationships and delivering exceptional service in a fast-paced environment.

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📌 Wealth Management Client Advocate (Alice Springs)
🏢 GHR
📍 Alice Springs

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