Isabelle Decombaz

Wealth Management Client Associate at Merrill Lynch

Role
Wealth Management Client Associate at Merrill Lynch
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Isabelle Decombaz

I am a Registered Wealth Management Client Associate for the Roche Group at Merrill. The…

Experience

  1. Wealth Management Client Associate

    Merrill Lynch

    Aug 2024 — Present · Chicago, IL, US

    Maintaining and enhancing relationships with existing clients-Supporting client acquisition activities-Promoting client retention and satisfaction through frequent proactive client engagement-Providing day to day service resolutions for clients-Supporting strategic objectives and operational excellence

Education

  • Denison University

    Bachelor's Degree

    2020 — 2024

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Isabelle Decombaz — Wealth Management Client Associate at Merrill Lynch in Chicago, IL, US | Unifers