tiers. Experience in a client-facing financial services role preferred; knowledge of wealth management operations... Summary The Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client...
products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses..., and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...
general non-investment related questions concerning client accounts, including relaying stock positions, and providing account... balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts...
work to create a constructive client experience. This includes: Opportunity Management Maintains and expands current... and properly coded consistent with client objectives. Participate in special projects as requested. Risk Management Understand...