Wealth Management Client Services Associate
Nbmbaa
Mandeville, LA · Posted November 3, 2026
Just laid off? Start here: a plan for the first weeks
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How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...Merrill Wealth Management is seeking a client service- focused professional to support Financial Advisors with enterprise objectives and client advocacy. You will customize solutions for clients and act as the primary point of contact for service needs within Merrill....