Wealth Management Specialist - Beverly Hills, CA

Only for registered members Beverly Hills, CA, United States

1 month ago

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Job summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions.


Responsibilities

  • Tracks all client actions/activities to ensure the highest level of client service is provided while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
  • Attends client review meetings to assist with relationship deepening conversations Executed on the team service model including engaging with specialists/partners to address clients needs Manages aspects of the client relationship process including client onboarding resolving escalations Assists the Financial Advisor team or Senior Business Managers in developing monitoring their teams Client book segmentation strategy

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