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Wealth Management Client Associate — Client Services Lead

  • Job type Posted on: Jul 08, 2026
  • Experience level Dormont Manufacturing Co
  • Employment type Dallas, Texas
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Wealth Management Client Associate — Client Services Lead

Job Type :

Full-time

Job Location :

Dallas Texas United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
Merrill Wealth Management is seeking a dedicated Client Service Associate to provide exceptional support for our Financial Advisors. In this role, you will educate clients on banking services and ensure accurate client material while promoting lasting relationships. The ideal candidate will have a strong work ethic, be detail-oriented, and show a commitment to continuous learning. Required qualifications include a high school diploma, with proficiency in Microsoft applications. This position operates within a fast-paced environment that prioritizes client needs. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jul 08, 2026

Reference Number:

14660_F7F3B66338E2D6882D29382B744E1C53

Employment:

Full-time

Salary:

Not Available

City:

Dallas

Job Origin:

APPCAST_CPC

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Merrill Wealth Management is seeking a dedicated Client Service Associate to provide exceptional support for our Financial Advisors. In this role, you will educate clients on banking services and ensure accurate client material while promoting lasting relationships. The ideal candidate will have a strong work ethic, be detail-oriented, and show a commitment to continuous learning. Required qualifications include a high school diploma, with proficiency in Microsoft applications. This position operates within a fast-paced environment that prioritizes client needs. #J-18808-Ljbffr

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