Wealth Management Client Advocate

National Black MBA Association is seeking a dedicated Client Associate for Merrill Wealth Management in Bloomington, Indiana. This role involves providing exceptional client service, educating clients on banking solutions, and ensuring accurate materials. Candidates should have a high school diploma and possess strong client management skills. Proficiency in Microsoft Office and Salesforce is important. The position is full-time and office-based, with 1st shift hours (37.5 per week).
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